What are the responsibilities and job description for the Trust Advisor position at NPAworldwide?
Job Description
Trust Advisor
Essential Duties And Responsibilities
Proactively conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate.
Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.
Understand and provide interpretation as related to complex fiduciary documents and strategies
Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
Works independently to address issues and concerns, escalation when necessary.
Qualifications
Trust Advisor
Qualifications And Requirements
Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
Firm understanding of accepted trust and estate administration processes, timelines and concepts.
Outstanding client service skills, including proactive communication and problem solving.
Must be detail oriented.
Must be comfortable reading and interpreting trust documents and wills.
Able to work independently as well as in a team environment; ability to build collaborative working relationships with Relationship Managers, Client Service Managers and Private Bankers.
7 years of fiduciary experience, with a focus on business development and relationship management.
Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
Proven analytical ability and detail orientation with ability to manage client and firm priorities
Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.
Preferred Qualifications
JD, MBA, CPA, CFP or CFA
10 years of fiduciary experience with a focus on business development and relationship management
Why Is This a Great Opportunity
Trust Advisor
The Trust Advisor is responsible for proactively developing, managing and administering all aspects of trust accounts. Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.
Salary Type : Annual Salary
Salary Min : $ 95000
Salary Max : $ 155000
Currency Type : USD
Trust Advisor
Essential Duties And Responsibilities
Proactively conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate.
Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.
Understand and provide interpretation as related to complex fiduciary documents and strategies
Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
Works independently to address issues and concerns, escalation when necessary.
Qualifications
Trust Advisor
Qualifications And Requirements
Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
Firm understanding of accepted trust and estate administration processes, timelines and concepts.
Outstanding client service skills, including proactive communication and problem solving.
Must be detail oriented.
Must be comfortable reading and interpreting trust documents and wills.
Able to work independently as well as in a team environment; ability to build collaborative working relationships with Relationship Managers, Client Service Managers and Private Bankers.
7 years of fiduciary experience, with a focus on business development and relationship management.
Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
Proven analytical ability and detail orientation with ability to manage client and firm priorities
Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.
Preferred Qualifications
JD, MBA, CPA, CFP or CFA
10 years of fiduciary experience with a focus on business development and relationship management
Why Is This a Great Opportunity
Trust Advisor
The Trust Advisor is responsible for proactively developing, managing and administering all aspects of trust accounts. Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.
Salary Type : Annual Salary
Salary Min : $ 95000
Salary Max : $ 155000
Currency Type : USD
Salary : $95,000 - $155,000
