Investment Management Executive
7 days ago
Argent Financial Group is seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients.
Key Responsibilities- Client Relationship Management
- Develop and maintain relationships with clients, beneficiaries, and other interested parties, understanding their needs, goals, and governing documents.
- Provide wealth planning advice and ensure trust product awareness and education for clients, and centers of influence.
- Investment Strategy Implementation
- Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
- Business Development and Client Retention
- Drive business development, client retention, and service delivery to individuals, families, trusts, and foundations.
- Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
- Account Management and Compliance
- Oversee the preparation of client meeting reports and materials.
- Document client information and communications in client file.
- Ensure proper account opening and closing procedures and review related documents.
- Oversee account transactions and reporting, ensuring accuracy and compliance.
- Risk Management and Professional Development
- Manage risk and ensure compliance with all relevant company policies, procedures, and regulations.
- Maintain understanding of governing instruments including trust agreements, wills, modification documents, etc. as applicable to client base.
- Coordinate with fiduciary counsel to ensure administration aligns with governing documents.
- Prepare Annual Relationship Reviews and ensure all accounts comply with regulatory requirements.
- Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants.
- Stay updated on developments in probate and fiduciary law, actively pursuing professional development opportunities.
- Brand Representation
- Represent the company in community organizations and activities to build brand awareness.
- Bachelor's degree, with advanced degree JD or MBA preferred.
- CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD.
- 10+ years' experience in financial services, investments, tax or trust and estate legal field.
- Subject matter expert in Estate Planning, Supplemental Needs Trusts, Charitable Planning and/or Estate Administration.
- Expertise in the areas of financial planning and estate planning techniques.
- Knowledge of investment products.
- Excellent writing and presentation skills.
- Demonstrated success working in team environment.
- Ability to organize, complete multiple tasks within deadlines and complete accuracy.
- Sales oriented, friendly and persuasive personality.
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