Trust Relationship Manager
3 weeks ago
At GPAC, we're proud to offer an exciting opportunity for a Trust Relationship Manager to join our team. This role is focused on delivering exceptional service to our clients, building strong relationships with advisors, and ensuring the timely and accurate administration of trust accounts.
Company Overview
Growing People and Companies (GPAC) is a leading search firm specializing in placing quality professionals across various industries in the United States. With a rich history dating back to 1990, we've established ourselves as a trusted partner for businesses seeking top talent.
Compensation and Benefits
We offer a highly competitive salary and bonus incentive program, reflecting our commitment to retaining top performers. Our comprehensive benefits package is designed to support the well-being of our employees, ensuring they can excel in their roles.
Job Description
The Trust Relationship Manager will be responsible for servicing trust accounts, including ongoing account reviews, discretionary distribution reviews, and relationship building with advisors, clients, and attorneys. This role requires strong knowledge of state and federal statutes governing trust administration, as well as the ability to interpret and execute actions as advised by governing documents.
Required Skills and Qualifications
To succeed in this role, candidates must possess a Bachelor's degree or equivalent, with a JD and/or Masters degree preferred. A minimum of 5+ years of relevant trust administration experience is required, along with strong teamwork skills and the ability to collaborate with internal partners. Certification in trust administration, such as CTFA, CFP, CFA, or CES, is also preferred.
Responsibilities
- Responsible for trust account servicing, including ongoing account reviews and discretionary distribution reviews.
- Accountable for servicing and retention of existing accounts.
- Supervise and monitor new account establishment and funding.
- Work with internal trust team, attorneys, and accountants to ensure timely and accurate estate settlement.
Benefits
This role offers an excellent opportunity for professional growth and development, with a focus on delivering exceptional service to our clients. We're committed to creating a supportive work environment that fosters collaboration, innovation, and excellence.
Estimated Salary Range
$120,000 - $180,000 per year, depending on experience and qualifications.
Location
Based in the United States, with opportunities for remote work.
About GPAC
Growing People and Companies (GPAC) is a proud equal opportunities employer, committed to creating a diverse and inclusive workplace. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional results.
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