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Senior Trust Administrator

Position ID: JMS/WIsrtrust
Location: Fond du Lac WI

Senior Trust Administrator

 

Our client is an Independent bank with over $2 billion in assets under management and a long history of success. Provide high-value, competitive financial products and services to our customers as an independent bank focused on growth.

 

They are looking for a Senior Trust Administrator to be responsible for administering key trust and client account relationships. This will be a succession hire to assume management of the Trust Administration Division.

 

This person will:

  • Review and implement trust and estate planning documents
  • Analyze and provide input regarding the investment strategy for individual portfolios considering clients cash flow needs and market conditions.
  • Review discretionary distribution requests and provide sound decision making on whether to grant such requests.
  • Oversee compliance with all fiduciary tax laws and regulations on customer accounts

 

The leadership is very dedicated to client service, retention, and continuing to grow. The culture is very collaborative and client centric with a long tenure of employment.

 

The desired candidate will possess:

  • 5+ years of experience working in a Trust department as a Trust Administrator or Trust Officer
  • Knowledge of Trust & Estate Planning, Tax Planning and Investment Management Principles
  • Can manage and communicate with HNW and UHNW multi-generational clients
  • CTFA or CFP preferred

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/WIsrtrust in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/WIsrtrust 

 

NO CALLS PLEASE

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