Fiduciary Advisor

5 days ago

Lake Elmo, United States BCforward Full time
BCforward is currently seeking a highly motivated Trust & Fiduciary Services Advisor Job for an opportunity in Oakdale, MN location

Position Title: Trust & Fiduciary Services Advisor

Location: Oakdale, MN

Anticipated Start Date: ASAP

Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: Full Time

Job Type: Full time- Direct Hire
Pay Range: Open

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).
Requirements:

  • Trust
  • estate planning
  • fiduciary
Job Description:The ideal Fiduciary Advisor is detail-oriented, highly organized, and skilled at navigating complex fiduciary responsibilities. They should have a deep understanding of trust and estate law, and experience working with affluent and high-net-worth clients. Excellent communication skills are essential, as you will need to explain complicated legal and financial concepts in a clear and approachable way. Strong problem-solving abilities and a passion for helping clients achieve their legacy goals are key to success in this role.
The most successful Fiduciary Advisors are experts in the world of trust, estates and fiduciary administration, and can seamlessly accomplish the following objectives:

  • Manage, develop and oversee a diverse portfolio of trust accounts, estates and fiduciary relationships, ensuring our fiduciary obligations are paramount.
  • Originating and reviewing distribution requests for content and appropriate supporting documentation, review of Power-to-Adjust Requests, etc., including coaching of internal client team members on appropriate submission content.
  • Review and offer guidance on sophisticated inter-vivos and testamentary trust instruments for affluent and high-net-worth clients and prepare accurate abstract / synopsis of relevant provisions.
  • Review and offer guidance on wills and estate plans, working to ensure the proper administration and compliance with the law.
  • Issue spot newly accepted trusts to provide proper account setup guidance to internal colleagues.
  • Prepare initial trust reviews for newly opened trust accounts to assist internal colleagues and ensure accurate administration from inception.
  • Oversee the trust termination process when trusts terminate, including drafting of appropriate letters, receipts and file correspondence.
  • Serve as a resource for internal colleagues in all aspects of the administration of trust accounts where they serves as trustee, including specialized accounts and assets.
Qualifications:

  • Working knowledge of trust and fiduciary law and investment management as it relates to trust and fiduciary responsibilities.
  • Working knowledge of basic income tax, estate tax, gift tax and GST tax.
  • Working knowledge and previous success interpreting trust and fiduciary instruments, and directing actions in accordance with those instruments
  • At least 5+ years of experience in personal trust administration
  • Comfortable interacting with individuals of significant wealth
  • Trustworthiness and personal integrity that is beyond reproach
  • Excellent analytical skills and attention to detail.
  • Excellent oral and written communication skills, as well as the ability to deal effectively with a wide variety of people - a team player.
  • Ability to handle multiple competing priorities and organize tasks effectively
  • Ability to work independently and self- start projects.
  • Willingness to travel occasionally
  • College degree required; Law degree and/or CTFA designation preferred
Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.
Keywords:

Trust admin, Fiduciary

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

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