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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in administering trusts, estates, and financial planning while maintaining strong client relationships and achieving sales goals. Proficient in analyzing financial information and providing tailored recommendations to meet client objectives.
Highest-signal resume keywords
Trust AdministrationFinancial PlanningSales AbilityClient Relationship ManagementCritical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Estate PlanningTax PlanningPortfolio ManagementFinancial Strategy DevelopmentClient Financial AnalysisRegulatory ComplianceWills KnowledgeInvestment KnowledgeBusiness DevelopmentDocument Review
Soft Skills
Attention to DetailExcellent Communication SkillsFlexibilityProblem SolvingExecution Skills
Certifications & Qualifications
Certified Trust and Fiduciary Advisor (CTFA)Financial Professional Designation
Industry Keywords
TrustsEstatesPersonal RetirementAgency RelationshipsClient ReferralsSales GoalsCharitable PlanningReal Estate CoordinationAsset ManagementLegal Documents
About the role
Key responsibilities & impact- Administer and retain assigned trusts, estates, personal retirement, and agency relationships
- Establish and maintain strong client relationships and determine financial goals and objectives
- Develop comprehensive financial strategies and plans
- Explain governing documents and advise clients on banking needs, estate planning, gifting, and tax matters
- Achieve assigned sales goals through internal and external networks, client referrals, and relationship expansion
- Administer complex accounts independently with limited supervision
- Gather and analyze client financial information and prepare recommendations
- Meet regularly with clients to review proposals, obtain feedback, make changes, and assist with implementation
- Provide assistance with portfolio management, estate planning, charitable planning, and tax matters
- Present tax and financial planning services to individual and institutional clients
- Monitor accounts, resolve problems, and offer alternatives while coordinating with real estate, legal, tax, and asset management contacts
- Oversee and train less experienced administrative staff when assigned
- Communicate with Investment, Tax, Private Trust, and other internal personnel regarding client information
- Ensure compliance with company policies and regulatory guidelines
- Manage book of business to achieve revenue realization and account profitability objectives
- Develop business plans to broaden and expand client relationships
- Identify referral opportunities and engage partners and contacts to close opportunities
- Attain annual sales, cross-referral, and account retention goals
- Participate in regional tax and financial planning business development activities
- Participate in department administration and committees
- Review legal documents to determine company terms, responsibilities, and duties
Requirements
What you’ll need- Bachelor's degree or progressive work experience in addition to the experience below
- 5+ years of related experience
- Thorough knowledge of wills, estate, trust and investments
- Proven sales ability, including successfully attracting new clients
- Attention to detail
- Strong execution skills and action oriented
- Excellent written and verbal communication skills
- Critical thinking, flexibility, and ability to develop solutions for varied business and market needs
- Domestic travel – occasional
- Financial professional designation preferred
- Completion of a recognized trust school program preferred prior to employment
- Certified Trust and Fiduciary Advisor (CTFA) preferred qualification
Benefits
Comp & perks- Variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards
- Health and well-being benefits
- Savings and retirement programs
- Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
- Banking benefits and discounts
- Career development
- Reward and recognition
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Employee assistance with workplace accommodations