Trust Advisor

2 months ago

Newport News, United States Old Point Full time

Position Summary:The Trust Advisor ("TA") is a highly experienced, well-rounded fiduciary professional who partners with other Wealth Management and Bank teammates to deliver high-level advice and service to individuals, families, and institutions.They are responsible for fiduciary administration and planning, relationship management, and service to and growth of a High Net Worth book of relationships.

Essential Functions:

Administers a book of fiduciary and investment accounts per the terms of governing instruments, including trusts, estates, court appointments, IRAs, investment management and custody accounts, and conducts comprehensive reviews of account activity and administration.

Partners with the Private Wealth Advisor, Portfolio Manager and other bank teammates to communicate the Firm's fiduciary philosophy and platform and provide fiduciary advice and solutions tailored to meet client and prospect goals and objectives.Provides fiduciary and financial planning guidance in the areas of estate planning, wealth transfer, estate administration, and charitable, philanthropic, and risk solutions.

Meet with clients to manage relationships, provide advice and planning, identify issues and new business opportunities; respond to client requests for information, advice and service; conduct proactive client outreach; create and deliver fiduciary content for prospect and client presentations, prospecting events, and thought leadership articles.

Partners with client teams as the fiduciary expert to grow the business by deepening existing relationships and through new client acquisition.

Responsible for adhering to client-focused compliance policies and procedures, including all annual administrative reviews, advising on and updating client objectives and maintaining updated wealth planning and client information for fiduciary relationships.Identify at risk clients, proactively resolve issues, and meet with at-risk clients as needed to enhance relationship retention.

Accountable for the understanding of and adherence to operational controls, policies, procedures and processes to ensure compliance with bank policies and related laws and regulations.

Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification.

Position Requirements (Knowledge/Skills/Abilities)

Broad-based technical knowledge and understanding of estate, trust, and fiduciary administration, wealth and estate planning strategies and affluent and high net worth client relationship management.

Ability to review estate, trust and other legal documents to execute client goals, administer fiduciary accounts, and ensure bank compliance with document terms and relevant laws and regulations.

Intermediate level knowledge of MS Office with the ability to learn other job specific software applications.

Excellent business development skills- strength in identifyinglong-term methods to increase value through the development of relationships, markets, and customers.

Strong analytical skills with high attention to detail and accuracy, and an ability to work effectively in a team-based work environment.

Strong written and oral communication skills and ability to distill and convey information in a compelling manner.

Skill in adopting technological advancements and facilitating into current and future responsibilities

Ability to readily modify, respond to, and integrate change with minimal personal resistance.

Ability to keep abreast of legal and regulatory changes.

Ability to have a positive impact on others, to persuade or convince them to gain their support

Ability to anticipate, monitor, and meet the needs of clients (internal and external), following through on questions, requests, complaints and respond in an appropriate manner.

Possesses the drive to work towards a standard of excellence.

Education/Experience:

Bachelor's degree from an accredited four-year college or university in Accounting, Finance, Business Management, Trust Administration or Law, or a related field.

Minimum of five (5) years of trust administration and estate planning experience.

Demonstrated experience with business development and relationship management preferred.

CTFA, CFP, AEP, JD, CPA certifications or similar preferred.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle, or feel and talk or hear and occasionally required to stand, walk, reach with hands and arms and stoop, kneel, crouch, or crawl.Specific vision requirements for the job include close vision (at 20 inches or less) and the ability to recognize colors.

Working Conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The work environment is typically indoors and in an office setting. The noise level within the work environment is typically moderate.

The specific statements shown in each section of this position description are not intended to be all-inclusive.They represent typical elements and criteria necessary to successfully perform the job.

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)

  • Trust Advisor

    2 months ago

    Newport News, United States The Old Point National Bank Full time

    Job DescriptionJob DescriptionPosition Summary: The Trust Advisor (“TA”) is a highly experienced, well-rounded fiduciary professional who partners with other Wealth Management and Bank teammates to deliver high-level advice and service to individuals, families, and institutions. They are responsible for fiduciary administration and planning, relationship...

  • Trust Advisor

    2 months ago

    Newport News, United States The Ladders Full time

    Position Summary: The Trust Advisor ("TA") is a highly experienced, well-rounded fiduciary professional who partners with other Wealth Management and Bank teammates to deliver high-level advice and service to individuals, families, and institutions. They are responsible for fiduciary administration and planning, relationship management, and service to and...

  • Trust Officer

    2 months ago

    Newport News, Virginia, United States gpac Full time

    Trust Officer gpac, a 30+ years recruitment company, is partnered with a well-established, boutique wealth and trust managment firm that is expanding their team and looking for a Trust Officer and Portfolio Managers to join their organization. This is an ideal opportunity for candidates who want to work in a smaller practice with a high-touch client-centric...

  • Wealth Advisor

    3 months ago

    Newport News, United States The Old Point National Bank Full time

    Job DescriptionJob DescriptionPosition Summary: The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice. The Wealth Advisor shares the organization’s commitment to understand, care for, and guide...

  • Wealth Advisor

    3 months ago

    Newport News, United States Old Point Full time

    Position Summary: The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice.The Wealth Advisor shares the organization's commitment to understand, care for, and guide financial decisions involving asset...

  • Trust Portfolio Manager

    1 month ago

    Newport Beach, United States Umpqua Bank Full time

    Wealth Management Newport Beach, California Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based...

  • Trust Portfolio Manager

    1 month ago

    Newport Beach, United States Umpqua Bank Full time

    Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...

  • Trust and Estates Paralegal

    7 days ago

    Newport Beach, United States Law Office of Susan A. Katzen Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Paralegal to join our team at the Law Office of Susan A. Katzen. As a Paralegal in our Trust and Estates department, you will play a critical role in assisting our attorneys with estate planning, trust administration, probate, and conservatorship cases.Key Responsibilities:Assist with the...

  • Trust and Estates Paralegal

    5 days ago

    Newport Beach, United States Law Office of Susan A. Katzen Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Paralegal to join our team at the Law Office of Susan A. Katzen. As a Paralegal in our Trust and Estates department, you will play a critical role in assisting our attorneys with estate planning, trust administration, probate, and conservatorship cases.Key ResponsibilitiesAssist with the...

  • Banking Service Advisor

    1 week ago

    Newport, New Hampshire, United States Bar Harbor Bank & Trust Full time

    Position: Customer Service Specialist (Call Center)Job Category: Customer ServiceOverview:Bar Harbor Bank & Trust is on the lookout for a dedicated Customer Service Specialist to become a vital part of our call center team. This full-time role entails a commitment of 40 hours per week, where you will engage with customers through incoming calls, delivering...

  • Private Client Advisor

    1 month ago

    Newport Beach, United States Umpqua Bank Full time

    Wealth Management - Newport Beach, California Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with...

  • Private Client Advisor

    5 days ago

    Newport Beach, United States Umpqua Bank Full time

    Wealth Management Newport Beach, California Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based...

  • Client Advisor

    3 months ago

    Newport Beach, United States International Search Consultants Full time

    Job DescriptionJob DescriptionClient Advisor/Fiduciary AdvisorSouth Pasadena, CA and Newport Beach, CAISCs team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and...

  • Trusts and Estates Counsel

    5 days ago

    Newport Beach, California, United States Jobot Full time

    Join a Comprehensive Legal Firm in Southern CaliforniaThis position is hosted by Jobot.Salary: $125,000 - $175,000 annuallyAbout Us:We are a full-service legal firm dedicated to addressing both transactional and litigation needs across various practice areas.Benefits of Joining Our Team:Medical Benefits401kPaid Time Off:Competitive compensation...

  • Trusts and Estates Attorney

    1 week ago

    Newport Beach, California, United States Jobot Full time

    Join a premier full-service law firm in Southern California dedicated to addressing both transactional and litigation requirements across various practice areas. ONSITESalary: $125,000 - $175,000 annuallyAbout Us:We are a leading law firm in Southern California, specializing in comprehensive legal services that cater to diverse client needs in estate...

  • Fiduciary Consultant

    5 days ago

    Newport News, Virginia, United States Old Point Full time

    Position Overview:The Trust Advisor at Old Point is a seasoned fiduciary expert who collaborates with Wealth Management and Banking professionals to provide exceptional guidance and service to individuals, families, and institutions.This role encompasses fiduciary administration, strategic planning, relationship management, and the enhancement of a High Net...

  • Fiduciary Relationship Manager

    1 week ago

    Newport News, Virginia, United States Old Point Full time

    Position Overview:The Trust Advisor ("TA") is a seasoned fiduciary expert who collaborates with Wealth Management and Banking professionals to provide exceptional guidance and service to individuals, families, and institutions.They oversee fiduciary administration and strategic planning, managing relationships and enhancing a portfolio of High Net Worth...

  • Fiduciary Services Consultant

    5 days ago

    Newport News, Virginia, United States Old Point Full time

    Position Overview:The Trust Advisor at Old Point is a seasoned fiduciary expert who collaborates with Wealth Management and Banking professionals to provide exceptional guidance and service to individuals, families, and institutions.This role encompasses fiduciary administration, strategic planning, relationship management, and the enhancement of a High Net...

  • Client Advisor Los Angeles, CA

    4 weeks ago

    Newport Beach, United States International Search Consultants Full time

    Our client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in AUM and is a part of a larger Multi Family Office with over $24 billion in AUM. They provide investment management services to private clients and manage three fixed-income funds. The firm also offers discretionary investment...

  • Wealth Management Advisor

    1 week ago

    Newport Beach, California, United States International Search Consultants Full time

    Position OverviewOur client, a dynamic investment management firm, is seeking a dedicated Client Advisor/Relationship Manager. This role is essential in enhancing the client experience and managing key relationships.About the FirmThe firm is a prominent player in the investment management sector, overseeing substantial assets under management (AUM) and...