Fiduciary Officer
2 days ago
At Illinois Bank & Trust, a division of HTLF Bank, we are seeking a highly skilled Fiduciary Officer to join our team. As a Fiduciary Officer, you will be responsible for administering various wealth management accounts, including estates, trusts, and other fiduciary accounts.
Key Responsibilities:- Administer various wealth management accounts, including estates, trusts, and other fiduciary accounts.
- Meet regularly with clients to review their plans, update their circumstances, and provide guidance on investment performance.
- Work with clients, their legal and accounting professionals, and internal bank partners to develop or improve their estate and financial planning.
- Invest client accounts in wealth management model portfolios and maintain investment direction in all accounts under administration.
- Complete regulatory administrative review requirements for assigned client accounts and adhere to departmental compliance guidelines.
- Serve as a subject matter expert to support Wealth Advisors in trust and estate administration.
- Stay informed about the trust industry, state statute changes, and regulatory requirements to ensure compliance with all applicable trust laws and practices.
- Bachelor's degree in Business Administration, Management, Economics, or Finance.
- Master's degree preferred.
- 5-7 years of experience in direct client-facing personal banking, wealth management, trust, or estate account administration.
- Familiarity with legal terminology and working knowledge of sound fiduciary principles.
- Proficiency in providing consultative and advice-driven sales and service.
- Experience with financial planning, CRM, trust accounting, and/or sales reporting software.
- Strong interpersonal, negotiation, verbal, and written communication skills.
- Proficiency in delivery of branded presentations, materials, and solutions.
- Effective problem-solving and analytical skills.
- Proficiency with Microsoft Office applications.
- CTFA, CFP, or CFA certification preferred.
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Financial Planning Coordinator
2 weeks ago
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Financial Planning Assistant
2 weeks ago
Rockford, Illinois, United States Midland States Bank Full time{"Job Title": "Financial Planning Assistant", "Job Summary": "We are seeking a highly skilled Financial Planning Assistant to join our team at Midland States Bank. As a key member of our Financial Planning team, you will provide administrative support to our Manager of Financial Planning and Financial Planning Specialists. Your primary responsibilities will...
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1 week ago
Rockford, Illinois, United States Midland States Bank Full timeFinancial Planning AssistantAt Midland States Bank, we are seeking a highly skilled and detail-oriented Financial Planning Assistant to join our team. As a key member of our Financial Planning department, you will provide administrative support to our Manager of Financial Planning and Financial Planning Specialists.Key Responsibilities:Provide administrative...
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Lead Operations Analyst
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Lead Wealth Management Advisor
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Fiduciary Officer
10 hours ago
Rockford, United States Illinois Bank & Trust, a division of HTLF Bank Full timeThe Fiduciary Officer is the relationship manager for accounts of high net worth individuals with primary emphasis on the administration of trusts, estates, and other fiduciary accounts. The Fiduciary Officer administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures and provides exceptional...
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Fiduciary Officer
3 days ago
Rockford, United States Illinois Bank & Trust, a division of HTLF Bank Full timeThe Fiduciary Officer is the relationship manager for accounts of high net worth individuals with primary emphasis on the administration of trusts, estates, and other fiduciary accounts. The Fiduciary Officer administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures and provides exceptional...
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Fiduciary Officer
3 days ago
Rockford, United States Illinois Bank & Trust, a division of HTLF Bank Full timeThe Fiduciary Officer is the relationship manager for accounts of high net worth individuals with primary emphasis on the administration of trusts, estates, and other fiduciary accounts. The Fiduciary Officer administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures and provides exceptional...
