Senior Trust Account Officer
3 weeks ago
Location: On site at location listed on job posting.
Summary:
Responsible for the administration of trust accounts, estate portfolios and moderate to complex accounts, including direct client contact. Maintains current book of business and develops new business relationships with potential clients. Facilitates internal service coordination to resolve issues, respond to client requests and needs. Responsible for making independent decisions based on governing document and prevailing circumstances of client/account. Provides guidance to younger and less experienced trust officers.
Job Description:
• Manages assigned accounts in accordance with terms specified in the trust instrument, agreement, or state statutes in a manner consistent with needs of the principals, and current and remainder beneficiaries.
• Opens new estate, trust, guardianship, and other agency accounts according to established external and internal regulations, policies and procedures.
• Contacts prospects to generate appointment activity within assigned geographic area.
• Builds relationships with persons, agencies, and organizations that may have need of trust accounting or other financial strategies and services offered by the company; seeks to cross sell products when it is in the customers’ best interest.
• Partners with Relationship Managers, Portfolio Managers and other Trust Officers to understand and identify client goals, objectives and risk tolerance for both short-term and long-term investments.
• Coordinate all aspects of trust terminations and account closing in coordination with all applicable departments.
• Completes monthly account reviews and reports, monthly, pipeline activity.
• Remains current on relevant Wealth Management and Investment Advisory laws/issues/topics.
• Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s).
• Participates in special projects and assignments and performs other duties as assigned.
Job Requirements:
• Knowledge of trust principles, regulatory and tax matters relating to the administration of trust accounts
• Strong ability to read, analyze and effectively research and evaluate information to make decisions, solve problems and achieve goals.
• Strong presentation and sales skills
• Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc.
• Relevant certifications
• 4 - 6 years of Trust or Investment Advisor experience or the equivalent in education and experience.
About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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