First American Trust
Finance
TrustRelationshipManager,Associate
“Trust Relationship Manager, Associate at First American Trust. Skills: account administration, relationship management, business development. general administration of trust accounts. investment management”
Industry & Context.
problem-solving skills
What They're Looking For.
Must Have
Minimum of 3 years of related work experience, experience with client relations, experience with legal documents, experience with financial planning, working knowledge in several of the following fields: financial planning tools, working knowledge in several of the following fields: fiduciary duties, working knowledge in several of the following fields: investment products, understanding of investment markets, understanding of portfolio management, written and verbal communication skills, A high level of accountability, organization, attention to detail, self-sufficiency, client advisory skills, problem-solving skills, Working knowledge of Word, Working knowledge of Excel, Working knowledge of Outlook, Meet deadlines, adapt to ever-altering priorities
Nice to Have
CFP, CTFA, paralegal certificate, banking experience, financial industry experience, related financial planning investments experience, estate planning experience, Experience working with mass affluent or high net worth clients
What You'll Do.
general administration of trust accounts
investment management
retain and grow client base
increasing share of client wallet
Represent the company
Development of external leads
sell investment management
sell fiduciary administration business
review trust accounting software parameters
and update account inventory values
Initiate or approve payments or receipts
Monitor account activity
completion of annual Reg 9 reviews
Meet regularly with clients
How You'll Work.
Team & Collaboration
work in team settings
Communication Scope
written communication skills; verbal communication skills
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