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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Trust Administration and Fiduciary oversight, with a strong focus on compliance and risk management. Proven leadership in managing teams and delivering client services in accordance with applicable laws and policies.
Highest-signal resume keywords
Trust AdministrationFiduciary OversightRisk ManagementClient Service DeliveryCTFA Certification
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 AdministrationFiduciary OversightRisk ManagementCompliancePersonal Trust AccountsProject ManagementPerformance ManagementBusiness DevelopmentState Laws ComplianceFinancial Analysis
Soft Skills
LeadershipCommunicationCoachingConflict ResolutionTime Management
Tools & Technologies
Computer ApplicationsSystems Applications
Certifications & Qualifications
CTFAJDMBA
Industry Keywords
Trust AdministrationPersonal Trust ServicesCompliance StandardsRisk OversightClient Engagement
About the role
Key responsibilities & impact- Report to the Fiduciary Director
- Lead the day-to-day execution of Trust Administration, New Business Engagement Risk Oversight, Compliance, and Client or Client Team Delivery commitments for assigned segments
- Accountable for the performance of Trust Administration Advisors in the assigned segment
- Deliver Trust Administration and client activities in accordance with governing instruments, policies, procedures, and applicable state laws
- Coach, develop, oversee, and manage the performance of assigned Center Trust Advisors and Client Service Specialists
- Coordinate Risk, Compliance, and other oversight activities with the Fiduciary Director, Risk, Legal, Compliance, and other partners
- Execute assigned management routines
- Execute projects for the Advisory Center line of business
- Address client or teammate escalations and escalate further to the Fiduciary Director when needed
Requirements
What you’ll need- College Degree with a preferred emphasis on Business or Finance
- Significant experience (over 10 years) in Trust Administration, Fiduciary oversight and new business activities for Personal Trust
- Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts
- Leadership qualities and ability to successfully meet competing deadlines and commitments
- Proven ability to communicate with partners and peers
- English language fluency required
- CTFA or similar designation preferred
- Advanced degree (JD, MBA, etc.) preferred
- Prior direct Trust Administration experience with a book of personal trust accounts preferred
- Proficiency with various computer and systems applications used to lead the business preferred
- Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)