What are the responsibilities and job description for the Trust Advisor position at Jobot?
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Job details
Must handle diverse client and Trustee needs with minimal supervision, adapting effectively to varying personalities and working styles.
This Jobot Job is hosted by Tyler May
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $150,000 - $180,000 per year
A Bit About Us
Are you a highly motivated and experienced professional in the Accounting and Finance industry? We are looking for a Permanent Trust Advisor to join our dynamic team. If you are passionate about wealth management, have a deep understanding of fiduciary responsibility, and thrive in a fast-paced, challenging environment, this role is perfect for you!
Why join us?
Leverage your expertise in trust administration and estate planning to help our clients achieve their financial goals. This is an exciting opportunity to grow your career in a supportive and challenging environment. We look forward to hearing from you!
Job Details
Key Responsibilities
Manage Trust and Estate Accounts Oversee and manage a portfolio of trust and estate accounts, ensuring compliance with trust agreements and providing expert advice on trust administration.
Financial Planning Provide comprehensive financial planning advice to clients, including retirement planning, estate planning, and wealth management.
Collaborative Strategy Development Work with a team of financial advisors, attorneys, and accountants to develop and implement effective strategies for wealth preservation and growth.
Expert Guidance Navigate complex probate and fiduciary matters, offering expert advice and ensuring all fiduciary responsibilities are met.
Client Relationship Building Build and maintain strong relationships with clients, providing exceptional customer service and ensuring client satisfaction.
Stay Informed Keep abreast of changes in tax laws, trust laws, and market trends, and adjust strategies and advice accordingly.
Business Development Participate in business development activities, identify new opportunities, and expand the client base.
Qualifications
Educational Background Bachelor's degree in Finance, Accounting, or a related field. A Master’s degree or relevant professional certification (such as CFP, CPA, or CTFA) is a plus.
Experience Minimum of 5 years of experience in trust administration, estate planning, retirement planning, or a related field.
Knowledge Extensive knowledge of probate, fiduciary matters, trust laws, and tax laws.
Skills Exceptional analytical, problem-solving, decision-making, and organizational skills.
Communication Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
Professionalism Commitment to maintaining the highest standards of integrity, confidentiality, and professionalism.
Technical Proficiency Proficiency in using financial planning software and other relevant computer applications.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Must handle diverse client and Trustee needs with minimal supervision, adapting effectively to varying personalities and working styles.
This Jobot Job is hosted by Tyler May
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $150,000 - $180,000 per year
A Bit About Us
Are you a highly motivated and experienced professional in the Accounting and Finance industry? We are looking for a Permanent Trust Advisor to join our dynamic team. If you are passionate about wealth management, have a deep understanding of fiduciary responsibility, and thrive in a fast-paced, challenging environment, this role is perfect for you!
Why join us?
Leverage your expertise in trust administration and estate planning to help our clients achieve their financial goals. This is an exciting opportunity to grow your career in a supportive and challenging environment. We look forward to hearing from you!
Job Details
Key Responsibilities
Manage Trust and Estate Accounts Oversee and manage a portfolio of trust and estate accounts, ensuring compliance with trust agreements and providing expert advice on trust administration.
Financial Planning Provide comprehensive financial planning advice to clients, including retirement planning, estate planning, and wealth management.
Collaborative Strategy Development Work with a team of financial advisors, attorneys, and accountants to develop and implement effective strategies for wealth preservation and growth.
Expert Guidance Navigate complex probate and fiduciary matters, offering expert advice and ensuring all fiduciary responsibilities are met.
Client Relationship Building Build and maintain strong relationships with clients, providing exceptional customer service and ensuring client satisfaction.
Stay Informed Keep abreast of changes in tax laws, trust laws, and market trends, and adjust strategies and advice accordingly.
Business Development Participate in business development activities, identify new opportunities, and expand the client base.
Qualifications
Educational Background Bachelor's degree in Finance, Accounting, or a related field. A Master’s degree or relevant professional certification (such as CFP, CPA, or CTFA) is a plus.
Experience Minimum of 5 years of experience in trust administration, estate planning, retirement planning, or a related field.
Knowledge Extensive knowledge of probate, fiduciary matters, trust laws, and tax laws.
Skills Exceptional analytical, problem-solving, decision-making, and organizational skills.
Communication Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
Professionalism Commitment to maintaining the highest standards of integrity, confidentiality, and professionalism.
Technical Proficiency Proficiency in using financial planning software and other relevant computer applications.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $150,000 - $180,000
