Trust Relationship Manager

4 weeks ago


Indianapolis, Indiana, United States Horizon Bank Full time
Job Overview

As a Personal Trust Officer at Horizon Bank, you will be responsible for managing fiduciary and investment-oriented client relationships. This includes developing new personal trust business by providing exceptional service and sensible advice.

You will administer various trusts, provide expert financial advice in areas such as trust, investments, tax planning, and private banking. Your role will involve managing a portfolio of existing clientele, including high-value and high-visibility relationships for the corporation.

Key Responsibilities
  • Administer assigned trust accounts in compliance with governing documents, legal requirements, and business line policies and procedures.
  • Deliver expert advice and counsel in the area of personal trust products and services.
  • Provide high-level customer service to customers, attorneys, and beneficiaries relating to these accounts.
  • Effectively perform and coordinate account administrative activity with assigned Portfolio Managers and other internal resources for assigned accounts.
  • Review client correspondence and process requests for information, schedule appointments, approve bills and expenses, process discretionary payment requests, and review and coordinate investment cash flow needs with the investment officer.
  • Analyze and assess legal documents, including revocable and irrevocable trusts, wills, real estate, agency agreements, and custody agreements, to determine effective administration and compliance with documented provisions.
  • Ensure compliance with policies and procedures related to all aspects of the position and stay up-to-date on new legal, regulatory, and tax developments.
  • Develop new business through referrals and centers of influence, and participate in community and business functions to ensure a positive image for the bank within the region's marketplace.
Requirements
  • 3-5 years' experience in Trust or Investment management and/or trustee experience working with a broad range of financial planning areas.
  • Bachelor's degree in finance, accounting, or business, or equivalent work experience.
  • Knowledge of agency guidelines and industry standards as they relate to banking, investments, and wealth management.
  • Strong listening and questioning skills, with the ability to apply critical thinking and problem-solving skills.
  • Excellent interpersonal and communication skills, with the ability to adjust approach based on each client's situation.


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