Trust Principal

Job Description

Job Description

THE GLENVIEW TRUST COMPANY

TRUST PRINCIPAL

BASIC FUNCTION

The Trust Principal directs the administration of client trusts, estates, and accounts, ensuring

client goals and fiduciary responsibilities are met. This position nurtures client relationships to

provide comprehensive and ongoing support to clients. The Trust Principal cultivates

relationships within the community, including centers of influence and charitable organizations,

to promote the Company and develop business. This position is a member of the Company's

Trust Administrative Committee and participates in the oversight of the Company's administrative

and compliance functions related to trust and estate administration.

ORGANIZATIONAL RELATIONSHIPS

Reports to :

Chief Fiduciary Officer

Supervises :

Indirectly supervise Client Service Specialists

SPECIFIC DUTIES AND RESPONSIBILITIES

• denotes an essential function of the job.
• Implement and execute all duties and fiduciary responsibilities related to assigned

trusts, estates, and accounts in accordance with applicable laws and regulations

and in compliance with company policies, including but not limited to :

B. Account opening, review acceptance and document interpretation.

C. Asset and Cash Distribution review and approval, including

discretionary distributions.

D. Complete Administrative account reviews as required.

E. Account closings, trust termination, and appropriate division and

distribution.

F. Collect and coordinate information for preparation of individual

income tax, fiduciary income tax, federal and state estate,

inheritance and gift tax, generation skipping tax, payroll, and other

taxes; and oversee the filing of same by applicable required due

dates.

meetings, and other opportunities, with the goal to strengthen relationship and

client experience.

ensuring standards for each relationship are met.

influence to foster goodwill and to obtain new business; attend community

functions and assist charitable organizations, at board level when feasible, to

promote the Company.

systems for assigned relationships to ensure it is up to date for the submission of

tax returns; provide changes or updates to tax officer; review completed returns

and either sign or obtain appropriate signatures, by applicable due dates.

and Strategic Planning Committee meetings, to ensure compliance and oversight

goals, as necessary.

L.. Attend professional development initiatives as appropriate and maintain

professional designations as required by governing bodies through continuing

education requirements and other standards.

M.. Attend Company and industry-related meetings, as required.

N. Establish individual goals which are aligned with the Company's business

strategies and objectives.

O. Perform other duties, including special projects, as assigned by executive

leadership.

STANDARDS OF PERFORMANCE

A. Client satisfaction and retention.

B. Development of new business.

C. Adherence to trust policies and procedures.

D. Accurate client information provided in a timely manner to Operations, external

accountants, and counsel for the filing of all tax returns, associated payments,

estimated payments, and withholdings.

E. Participation in and contribution to management initiatives.

F. Maintenance of Company and client information in a confidential manner.

MENTAL AND PHYSICAL REQUIREMENTS

A. Ability to assess and interpret client needs to determine appropriate trust

structure and investment strategy.

B. Ability to maintain a high level of concentration with frequent time pressures and

constant interruptions.

C. Ability to sit for extended periods of time.

D. Ability to maintain sustained visual attention for considerable periods of time.

E. Ability to travel to clients, prospects, community events and social functions,

interact with clients and prospects for extended periods of time, and negotiate

crowds.

WORKING ENVIRONMENT AND CONDITIONS

A. This position involves working within an indoor office environment around general

office equipment, including computers and workstations.

B. This position may require working non-traditional hours, including evenings and

weekends to attend social functions to promote the Company and develop

relationships within the community.

EDUCATION, EXPERIENCE AND TRAINING

A. Juris Doctor or other comparable professional designations required.

B. 5 years’ minimum trust administration and wealth management experience,

preferred.

EQUIPMENT AND TOOLS

A. Computer and peripherals

B. Telephone and mobile devices.

Glenview Trust is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, or any other category protected by law.