Purpose of the role:
Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval.
Responsibilities:
- Oversee, coach, guide and mentor team of trust professionals
- Manage a book of trust, estate and agency accounts
- Ensure all accounts within the Trust office are administered efficiently and in accordance with the firm's policies and procedures, legal requirements, governing instruments and with the highest level of client service
- Communicate effectively with internal and external clients and their advisors on all trust and estate matters
- Represent the trust business both internally to Bankers and product partners, and externally to ultra high net worth clients, prospects and their advisors
- Assist with the review of new business opportunities in conjunction with our new business review team and opine on specific trust issues as appropriate
Skills required:
- Bachelor's/University degree, Master's degree preferred
- 6-10 years of experience
- Robust experience in trust and/or estate management and administration along with proven experience in leading and managing a team
- Advanced degree in law, finance or industry education desired