FNBO
Finance / FinServ
Director,TrustServices
“Director, Trust Services at FNBO. Skills: Trust services management, Fiduciary expertise, Investment portfolio management, Estate planning, Relationship management. Manage and administer trust relationships. Perform investment or market analysis”
What You'll Achieve.
Retain client base; Deliver the highest service and client contact standards; Ensure the profitability of trust relationships; Develop and implement a comprehensive wealth plan
Industry & Context.
Resolve client issues
Unrestricted work authorization, Not require future sponsorship
What They're Looking For.
Must Have
Bachelor's degree in Business Administration or related field, 5+ years of experience in the Trust, Investment or financial services industry, Previous successful effective relationship management experience, Ability to provide more complex advice and guidance to customers adhering to all fiduciary standards, Ability to work collaboratively and cohesively within a team environment, knowledge of the finance industry and the local, state, national and global economy, Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer, Ability to communicate confidently with customers and prospects demonstrating poise while speaking, Exceptional verbal and written communication including presentations and recommendations, Understands and contributes to intended customer experience of helpful, easy and personal, Unrestricted work authorization
Nice to Have
MBA or Juris Doctor degree, Certifications or accreditations such as a CRPC, CFP, CPA, CFA, CWS, CTFA, CFM
What You'll Do.
Manage and administer trust relationships
Perform investment or market analysis
communicate and facilitate complex trust and estate planning matters
Exercise discretion in the best interests of beneficiaries
Execute terms of estate plans or documents
Manage financial risk for the organization
Ensure FNBO is meeting all fiduciary duties
Prepare documentation for transactions
Monitor account activity and daily transactions
Notify portfolio managers and relationship managers of cash requirements and future distribution needs
Receive and process requests for discretionary distributions
personal relationships with clients and beneficiaries
Anticipate and identify client needs
Coordinate internal and external partnerships
Address day-to-day client needs
Monitor service levels and fee revenue
Assess additional fees for extraordinary services
Collaborate with client's advisors
How You'll Work.
Team & Collaboration
Work collaboratively and cohesively within a team environment; Coordinate with Advisor RMs where applicable; Collaborate with clients to articulate and achieve goals; Collaborate with the client's advisors, including attorneys and accountants
Communication Scope
Exceptional verbal and written communication; Presentations; Recommendations; Communicate confidently with customers and prospects; Demonstrate poise while speaking
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