Senior Trust Officer

1 week ago


Boston, Massachusetts, United States M&T Bank Full time
Job Summary:

As a Senior Trust Officer at M&T Bank, you will play a key role in the administration and management of complex trust relationships. Your primary responsibilities will include serving as the primary point of contact for clients, communicating regularly with them on all trust matters, and overseeing the overall trust administration management for complex trust relationships.

Key Responsibilities:

• Assess and manage risk, exercise fiduciary discretion, and adhere to policies and procedures related to account administrative activities.
• Serve as a key partner to wealth clients, developing and implementing trust solutions to meet their needs.
• Anticipate and identify opportunities to create new relationships and expand existing ones.
• Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs.
• Communicate regularly with the client team to ensure they are aware of trust matters concerning the client.
• Manage the new account opening process, including reviewing critical forms and documents, and ensuring proper trust funding, account opening, and coding.
• Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors.
• Communicate client needs and concerns to partners and maintain comprehensive knowledge of appropriate Bank resources.
• Support market efforts to develop new trust business and participate in client presentations as requested.
• Represent the Bank in a professional and competent manner with clients, advisors, and business partners.

Requirements:

A Bachelor's degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience. Strong verbal and written communication skills, strong presentation skills, and strong planning skills are also required. Additionally, a thorough knowledge of fiduciary business, including decisioning experience in complex fiduciary matters, and experience attracting, expanding, and retaining client relationships are necessary. Good investment knowledge of asset allocation strategies and proficiency with personal computers are also preferred.
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