Trust Officer: Wealth Management Professional

3 weeks ago

Knoxville, Tennessee, United States The Trust Company of Tennessee Full time
Company OverviewThe Trust Company of Tennessee is a leading provider of wealth management and trust services, dedicated to helping individuals, families, businesses, and foundations achieve their financial goals. We believe in the importance of building strong relationships and providing exceptional service to our clients.

Salary$120,000 - $180,000 per year, depending on experience and qualifications.

Job Description

The Relationship Manager serves as the primary contact for clients, responsible for delivering The Trust Company's client promise and building strong individual, family, and company relationships. This position requires a thorough knowledge of services and a commitment to maintaining a culture of outstanding service.

The ideal candidate will possess excellent communication skills, be able to work with a wide range of client personalities and demographics, and have experience working with High-Net-Worth clients.

This role also involves:

  • Maintaining positive client relationships through regular meetings and reviews.
  • Providing superior client services by following up on documentation and correspondence.
  • Developing and implementing distribution plans according to trust terms and beneficiary needs.
  • Administering trusts in collaboration with other teams to provide an outstanding client experience.
  • Proactively managing client interests and reviewing trust agreements to limit regulatory risk.

The successful candidate will be highly organized, detail-oriented, and able to prioritize multiple deadlines. They will also be able to work independently and in a team environment.

We are committed to developing our staff and providing opportunities for growth and professional development.


Required Skills and Qualifications
  • Bachelor's degree in accounting, finance, trust, or wealth management preferred.
  • Three to five years of experience in relationship and investment management specific to Personal Trusts preferred.
  • Strong written and verbal communication skills.
  • Ability to work with a wide range of client personalities and demographics.
  • Experience with High-Net-Worth clients a plus.
  • Organized and detail-oriented.
  • Must be able to multi-task and prioritize multiple deadlines.

BenefitsWe offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. We also provide opportunities for professional development and continuing education.

OthersWe strive to create a workplace culture that values diversity, inclusion, and open communication. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply.

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