Senior Trust Consultant

2 weeks ago


Walnut Creek, California, United States Support Full time
Welcome
We invite you to discover the exceptional culture, dedicated personnel, rewards, and opportunities that distinguish Comerica Bank as a leader in the financial services industry. Make your next career decision a confident one.

Position Qualifications:
- Bachelor's Degree from an accredited institution
- 6 years of experience in account management within a specialized area such as trust administration, investments, or insurance in a client-facing role
- 6 years of experience in business development related to trust administration, investments, or insurance

Job Overview:
The Trust Advisor III within Comerica Advisor Solutions is tasked with managing relationships for a designated portfolio by providing expertise on specific trust documentation, overseeing comprehensive estate planning, and collaborating closely with our Financial Advisor partners.

Key Responsibilities:
- Manage standard accounts in accordance with governing documents and applicable regulations, ensuring alignment with the needs of all stakeholders.
- Review, analyze, and interpret relevant documents; assess accounts for accuracy and completeness, monitor transactions, and respond to client inquiries to ensure compliance with legal and procedural standards.
- Collaborate with management to devise solutions for issues raised by stakeholders, including requests for special distributions and fee-related concerns.
- Oversee account openings and closures, ensuring all necessary documentation is received and that asset transfers are executed correctly, including tax reporting coordination with external advisors.
- Provide holistic wealth planning guidance to clients and participate in initiatives aimed at enhancing service delivery efficiency.
- Maintain direct communication with Financial Advisor partners, clients, and internal teams, ensuring timely updates on account activities and prompt responses to inquiries.
- Work alongside Advisor Solutions Trust Specialists to generate new business opportunities through established networks.

Work Hours:
8:00am - 5:00pm, Monday - Friday

Work Environment:
Category C - In-office days will vary between 2-5 days per week.

Compensation:
For candidates in specific states, the expected salary range for this role is:
- California: $91,250 - $183,750 Annually
Salary ranges are subject to change based on various factors including position, location, skillset, and peer compensation.

About Comerica:
We recognize that our employees are vital to our success and are committed to investing in their future. Our comprehensive Total Rewards package is designed to acknowledge and reward individual performance while supporting health, well-being, and security for our colleagues and their families.

We are proud to offer benefits such as health and welfare programs, robust retirement plans, and generous paid time off. Eligibility for certain programs may vary based on employment status and tenure.

NMLS Certification Requirement:
Where applicable, a favorable background check, credit check, fingerprint check, and NMLS certification are required in accordance with regulatory standards.

Comerica Incorporated is a financial services company headquartered in Dallas, Texas, strategically aligned into three major business segments: Commercial Bank, Retail Bank, and Wealth Management. Comerica is committed to fostering relationships and helping individuals and businesses succeed.

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