What are the responsibilities and job description for the Director of Personal Trust Services position at Harrison Gray Search and Consulting LLC?
Harrison Gray Search has partnered with a trust Company founded on a commitment to provide their clients with exceptional customer service to find their next Director of Trust Services in Milwaukee.
This position reports to the Chief Fiduciary Officer and plays a vital role on the leadership team, focusing on driving revenue growth, increasing assets, and strengthening the company's reputation. The Director must be a proactive and motivated professional committed to establishing the organization as a trusted and ethical fiduciary. Additionally, this role requires serving as a role model in exemplifying the company's values and mission.
Role Responsibilities :
- Leads and manages a team of Trust Officers and Administrators to deliver exceptional client service, ensure compliance with trust agreements and regulations, and oversee transitions, tax letters, account reviews, and trust terminations.
- Supports business development efforts by collaborating with financial consultants and prospective clients, participating in meetings, and administering a select portfolio of trust accounts.
- Provides leadership on committees, guides discussions on trust administration, and takes on special projects or additional responsibilities as needed.
- Recruits, trains, and develops talent to achieve company objectives, setting workload expectations, performance standards, and individual growth goals while providing coaching and ongoing support to enhance skills and prepare employees for promotion.
- Manages team operations, including work schedules, Paid Time Off, and performance reviews, ensuring a professional work environment. Addresses performance or behavioral issues in collaboration with senior management and HR, implementing improvement plans or other corrective actions as needed.
Successful Candidates Will Bring Strong :
Qualifications :
