Fiduciary Advisor II

Position Summary

The Fiduciary Advisor (FA) is responsible for the administration of fiduciary accounts where Busey is acting as trustee, executor, administrator, conservator, guardian, or agent for Busey Wealth Management clients. The Fiduciary Advisor manages fiduciary relationships, ensuring client objectives are met and are consistent with the governing documents and fiduciary administration principles. The Fiduciary Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of each clients' unique goals and objectives. The reporting structure may vary for the Fiduciary role based on Regional needs; an FA I can report to a Market or Regional President and in some instances, a Managing Director, Director or to a FA II.

Duties & Responsibilities

• Act as the primary relationship manager for a book of clients.
• Frequently meet with clients; formulate the appropriate actions necessary to help the client and enhance their relationship with Busey.
• Complete mandatory account reviews for the assigned accounts.
• Participate in Fiduciary Committees as needed.
• Attend discovery / needs-based training.
• Serve as resource for the team and act as a project leader from time to time.
• Administer accounts in a manner that ensures operational compliance with relevant governing instruments, legal requirements, and business line policies and procedures yet ensures a high level of client service.
• Provide high level customer service to clients, beneficiaries, advisors, and other related parties to assigned accounts.
• Coordinate and arrange for the presentation and review of discretionary distributions, other discretionary matters, and acceptance of new fiduciary business.
• Escalate issues to the Director of Fiduciary Services and Compliance / Fiduciary Officer as appropriate.

Education & Experience

Knowledge of :

Ability to :

Education and Training :

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Base Pay Range : $85,000 - $117,000 / year)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability / Vets. Visit Busey.com / Careers to learn more about Busey's Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Salary : $85,000 - $117,000