Client Trust Advisor

5 days ago


Kalamazoo, Michigan, United States Greenleaf Trust Full time
About the Role

We are seeking an experienced Trust Relationship Officer to join our team at Greenleaf Trust. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance on trust and estate planning, and ensuring seamless delivery of our services.

The estimated salary for this position is $90,000 - $120,000 per year, depending on experience and location.

Main Responsibilities:
  1. To ensure effective administration of trusts under the terms of the governing trust documents, including collecting income or proceeds from sales of assets and depositing them in trust accounts.
  2. To oversee all account receipts and disbursements, and to ensure that appropriate and relative account documentation is on file.
  3. To facilitate effective reporting and communication to clients and other interested parties.
  4. To provide continuous support to new clients throughout the account transfer process.
  5. To educate clients and trust beneficiaries on the terms and requirements of the trust.
  6. To assist with seminar content development in areas of expertise.


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