Trust Relationship Associate

3 days ago


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

At Greenleaf Trust, we're seeking a highly skilled and detail-oriented Trust Relationship Associate to join our team. As a key member of our Client Centric Team, you will play a vital role in providing exceptional client service and support.

Key Responsibilities
  • Client Support
    • Assist Senior Trust Relationship Officers with the administration of agency/retirement/trust accounts
    • Become an expert with eMoney and use the platform to build-out visual depictions of client estate plans as well as gathering client facts within eMoney (beneficiary designations, ownership details, cost basis, real estate taxes, insurance premiums, etc.)
    • Assist with the preparation of new wealth management plans and work with clients to understand the terms of the estate plans
    • Assist with the preparation of client meeting materials and assembly
    • Provide proactive, high-touch client service
    • Help clients define their needs, goals and objectives
    • Plan and coordinate with outside advisors on clients behalf
  • Support Greenleaf Team
    • Provide expertise and back-up to other team members
    • Work closely with Client Centric Team members to support client needs
    • Track client communications in CRM system
    • Assist with seminar content development in areas of expertise
    • Provide continuous support to new clients throughout the account transfer process under the direction of Senior Trust Relationship Officers
  • Fiduciary
    • Responsible for communication, disbursements and other tasks on assigned accounts
    • Serve as back-up administrator on select irrevocable accounts
    • Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing documents
    • Attend all trainings required of TROs and TSCs
    • Develop and maintain basis of knowledge in key areas of estate planning, investment management, retirement planning and tax planning
    • Ensure appropriate account documentation is on file
    • Pursue CTFA designation, as appropriate
    • Attend Trust Committee and all other meetings as assigned
  • Purposeful
    • Participate in sales/marketing meetings and assist marketing with execution of events
    • Active community participation
    • Generate new opportunities across lines of business through direct contact with existing clients, prospects and referral sources
    • Promote bank trust services, and assist new clients with establishment of new trust accounts

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