Senior Trust Advisor
3 weeks ago
As a Senior Trust Advisor at Premier, Inc., you will play a critical role in delivering comprehensive wealth management solutions to our clients. This includes administering trust accounts, investment accounts, IRA's, estate planning, and real estate supervision. You will be responsible for ensuring compliance with federal and state tax and regulatory requirements, as well as internal policies.
Key Responsibilities
- Provide fiduciary, trust, investment, and financial planning services to our Wealth Management Clients.
- Expand existing and grow new customer and referral relationships.
- Administer all aspects of complex trust relationships, including estate settlement, income distribution, and multi-generational taxation.
- Coach and mentor other members of the Trust and Investments department.
- Participate in departmental strategic initiatives, projects, and process improvements.
Requirements
- Substantial trust administration experience within a community bank or comparable setting.
- Extensive understanding of a trust department, investment products, and banking industry.
- CTFA certification, along with proficiency in trust and investment accounting systems.
- Professional designation, such as CTFA, CFP, JD, CPA, or Graduate of National Trust School Program.
What We Offer
- Full medical benefits when working 20+ hours per week.
- Traditional and High Deductible health plan options available.
- FREE dental and vision coverage.
- Generous Paid Time Off plans.
- 401(k) - dollar-for-dollar match up to 5% of total compensation.
- Special discounts and offers for events at the Denny Sanford PREMIER Center.
- PREMIER Wellness Program.
- Paid Community Volunteer Hours - PREMIER averages 30,000 hours per year.
- Fun Employee Parties.
Our Culture
- Emphasis on personal success, respect, health, wellness, fun, and giving back.
- Employees are rewarded, valued, and celebrated for hard work.
- Various Career advancement opportunities and growth.
- Appreciation is shown through concerts, outdoor bashes, cash, car giveaways, and more.
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