What are the responsibilities and job description for the Senior Trust Relationship Officer - Naples FL position at Greenleaf Trust?
WHO WE ARE
At Greenleaf Trust, our teams are dedicated to providing the highest level of comprehensive wealth
management services, trust administration and retirement plan services. We adhere to the highest
standards of fiduciary excellence while providing customized solutions and highly personal service
to our clients.
SUMMARY
Manage client relationships to perform activities relative to our role as trustee, agent and / or custodian.
Your role in serving our clients and assisting divisions include :
CLIENT SERVICE :
- Responsible for proactive client contact providing "high touch" communication and service
to clients.
personalized Wealth Management Plan at the onset of the relationship as well as development
of ongoing strategies to achieve the client's near-term goals and ultimate legacy plan
objectives.
investment management, retirement planning, and tax planning.
securities, and other assets.
NEW BUSINESS DEVELOPMENT :
clients, prospects and referral sources.
and the potential financial and tax advantages to be gained by the use of various types of
trusts or other wealth management strategies. Provide technical, administrative, and creative
support on programming metrics and analysis of skills needed to increase employability and
longevity.
FIDUCIARY EXCELLENCE :
the terms of the governing trust documents.
accounts.
securities following investment guidelines of trust. Works with investment analysts to select
the most appropriate investments according to long-term financial goals desired for the best
interests of beneficiaries.
the needs of the beneficiaries and conditions of the trust document with approval from the
Trust Committee.
of properties if this is determined to be in the best interest of the beneficiaries.
required according to particular circumstances of trust agreement.
returns for the trust. Including review and signing of 1041 returns and review of other filings.
SUPPORT GREENLEAF TRUST TEAM MEMBERS :
IRA and other issues.
CONTINUING EDUCATION :
remain current with new developments in the industry.
DEI COMMITMENT :
Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the
organization itself, and the communities in which we serve. We continue to seek opportunities to give
back and serve, work to ensure our actions are better and more inclusive and to provide opportunities
for our team members to uphold the same expectations.
SECURITY RESPONSIBILITIES :
Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.
MINIMUM EDUCATION / EXPERIENCE REQUIRED :
administration, and customer service, or equivalent education and experience.
TALENTS, KNOWLEDGE, SKILLS, ABILITIES :
SYSTEM APPLICATIONS USED :
CONTACTS :
PHYSICAL REQUIREMENTS :
video conferences, phone, and in person meetings.
WORK ENVIRONMENT :
Professional, well-maintained office environment with ample lighting and ventilation.
OTHER :
clients outside of the general area.
