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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust administration and fiduciary counsel, with a strong focus on high-net-worth clients and complex financial strategies. Proficient in compliance with legal and regulatory standards while effectively managing client relationships and mitigating fiduciary risks.
Highest-signal resume keywords
Trust AdministrationFiduciary CounselEstate Planning StrategiesCertified Trust and Fiduciary Advisor (CTFA)Tax Regulations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trust Account OperationsFinancial Data InterpretationRisk MitigationLegal Document InterpretationFiduciary Responsibilities
Soft Skills
Client Relationship ManagementStrategic RecommendationsCollaborationProactive Financial GuidanceCommunity Engagement
Tools & Technologies
Specialized Software for Trust Management
Certifications & Qualifications
Cannon Trust Schools I, II, and IIICertified Trust and Fiduciary Advisor (CTFA)
Industry Keywords
High-Net-Worth ClientsFiduciary RiskEstate Tax IssuesFinancial MarketsInvestment Vehicles
About the role
Key responsibilities & impact- Deliver expert trust administration and fiduciary counsel to high-net-worth clients and beneficiaries
- Design and implement sophisticated fiduciary strategies for clients with complex financial needs
- Advise internal partners on fiduciary matters and fulfill the bank’s fiduciary responsibilities
- Administer complex fiduciary and agency accounts according to legal documents and internal policies
- Interpret legal instruments to determine the bank’s responsibilities
- Identify and resolve trust and estate tax-related issues
- Collaborate with Relationship Managers and Investment Specialists to retain and expand client relationships
- Review estate planning documents and provide strategic recommendations
- Provide proactive financial guidance aligned with clients’ evolving goals
- Ensure compliance with internal policies, regulatory standards, and legal requirements
- Mitigate risk across assigned accounts and maintain accountability for delegated tasks
- Meet or exceed individual and team sales goals
- Identify opportunities to deepen client relationships and generate new revenue
- Participate in client meetings and presentations as a fiduciary subject matter expert
- Represent the bank in professional associations and expand referral networks
- Build and maintain relationships with clients, attorneys, accountants, and other key influencers
- Participate in community engagement initiatives
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's Degree in Business, Finance or Accounting (preferred)
- Equivalent experience (required)
- Minimum of 5 years of experience in personal trust administration or a related fiduciary role (required)
- Experience working with high-net-worth clients and complex estate planning strategies (preferred)
- Progress toward or completion of Cannon Trust Schools I, II, and III or equivalent industry training (required)
- Certified Trust and Fiduciary Advisor (CTFA) (preferred)
- Ability to uphold legal and ethical responsibilities in managing client assets
- Expertise in structuring wills, trusts, and other legal instruments
- Experience managing trust and agency account operations
- Understanding and application of tax regulations and fiduciary risk mitigation
- Knowledge of financial markets and investment vehicles
- Ability to interpret financial data and reports
- Knowledge of current laws, regulations, and industry standards impacting trust and estate administration
- Ability to use specialized software to manage trust accounts, track transactions, and generate reports
- Valid driver's license and ability to occasionally operate a motor vehicle
Benefits
Comp & perks- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Benefits package for which the position is eligible
- Hybrid work arrangement (3+ days)
- Flexible workspace options where the role can be performed effectively in a mobile environment