Trust Account Manager
2 weeks ago
LICENSED ATTORNEY - TRUST ACCOUNT MANAGER SUMMARY
Oversee and administer customer trust accounts at Ipava State Bank, ensuring that all trusts are managed effectively and that client requirements are fulfilled.
- Develop and nurture new client relationships
- Manage assigned trust, estate, institutional, non-profit, and individual investment account portfolios
- Provide expert consultation on estate and financial planning
- Facilitate the buying and selling of assets for trust department clients
- Engage with clients to address inquiries and educate them on available options
- Supervise disbursements to client accounts
- Coordinate the generation of account reports for trust department clients
- Build and maintain strong connections with trust department clients
PREFERRED QUALIFICATIONS
- Licensed Attorney
- Bachelor's degree in finance, accounting, or a related business field
- A minimum of 5 years of experience in trust management, financial planning, and compliance
- Understanding of fraud prevention and detection
- Preferred credentials include Certified Trust and Financial Advisor or Certified Financial Planner
TRUST ACCOUNT MANAGER KEY RESPONSIBILITIES
- Establish new client relationships
- Adhere to Trust policies and procedures
- Assist clients in setting personal financial goals
- Review daily client account transactions
- Manage and schedule client distributions and bill payments
- Conduct regular client meetings
- Monitor financial and investment markets on a daily basis
- Prepare and review client documentation and agreements
- Ensure proper management of IRAs and funds
- Enhance community presence
- Initiate and manage client correspondence
- Encourage referrals from existing clients
- Recommend investment and trust alternatives
- Conduct presentations and meetings with potential clients
- Finalize agreements with clients
- Familiarize with other banking products and services
- Ensure compliance with state policies and federal regulations
Strong written and verbal communication skills are essential, along with the ability to work under pressure. The ideal candidate will be highly motivated and self-sufficient.
Ipava State Bank is an Equal Opportunity Employer.
Job Type: Full-time
Compensation: $90,000 - $120,000 annually
Benefits:
- 401(k)
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
Work Environment:
- Office setting
Schedule:
- 8-hour shifts
- Daytime hours
- Monday to Friday
Education Requirements:
- Bachelor's degree (Preferred)
Experience Requirements:
- Trust management: 5 years (Preferred)
Relocation:
- Willingness to relocate as required
Work Location: In-person
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