Trust Administration Advisor

<p style="text-reputed company:left"><b>The position is described below. If you want to apply, click the reputed company reputed company at the top or bottom of this page. After you click reputed company and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to reputed company status.</b></p><p style="text-reputed company:inherit"></p><p style="text-reputed company:left"><a href="https://www.brainshark.com/bbandt/careers-site-faq" reputed company="_blank" rel="noopener noreferrer">Need Help?</a></p><p style="text-reputed company:inherit"></p><p style="text-reputed company:left"><i>If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to <a href="mailto:careers@reputed company.com?subject=Accommodation%20request" reputed company="_blank" rel="noopener noreferrer">Accessibility</a> (accommodation requests only; other inquiries won't receive a response).</i></p><p style="text-reputed company:inherit"></p><p style="text-reputed company:left"><b>Regular or Temporary:</b></p>Regular<p style="text-reputed company:inherit"></p><p style="text-reputed company:left"><b>Language reputed company:  </b>English (Required)</p><reputed company><reputed company><reputed company><reputed company><reputed company><reputed company><reputed company><reputed company></reputed company></reputed company></reputed company></reputed company></reputed company></reputed company></reputed company></reputed company><p style="text-reputed company:inherit"></p><p style="text-reputed company:left"><reputed company><reputed company><reputed company><b>Work Shift:</b></reputed company></reputed company></reputed company></p>1st shift (reputed company of America)<reputed company><reputed company><reputed company><reputed company><reputed company><reputed company><reputed company><reputed company></reputed company></reputed company></reputed company></reputed company></reputed company></reputed company></reputed company></reputed company><h1></h1><p style="text-reputed company:inherit"></p><h3><reputed company><reputed company><reputed company><b>Please review the following job reputed company:</b></reputed company></reputed company></reputed company></h3><p style="text-reputed company:inherit"></p>This is a Remote position, preferably reputed company the geography of reputed company. <br><br>JOB reputed company<br><br>Directly administers and provides fiduciary advice and reputed company for reputed company types of reputed company trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in reputed company of complexity and asset size.<p style="text-reputed company:inherit"></p><p style="text-reputed company:inherit"></p><p>ESSENTIAL DUTIES AND RESPONSIBILITIES</p><p>Following is a reputed company of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  </p><p></p><p>1. Understands and is conversant with financial and estate planning strategies and is reputed company to understand and interpret reputed company and fiduciary documents.  Uses this expertise to help deliver fiduciary advice directly to clients or to the reputed company team, depending on segmentation.</p><p>2. Partners with reputed company teams to help drive fiduciary new business identification and reputed company.</p><p>3.  Meets or exceeds reputed company service standards, reputed company by reputed company reputed company segmentation reputed company, by partnering with reputed company Advisors, Investment Portfolio Managers, reputed company Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.</p><p>4. Ensures trust administrative duties are completed in an effective and efficient manner.  These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and reputed company memorialization of files in the iWork document imaging system and Advisor Desktop systems.</p><p>5.  Coordinates annual Reg-9 administrative review reputed company and coordinates tax reputed company for assigned accounts including 1099s, 1041s, and others as appropriate.</p><p>6. Responsible for the reputed company escalation of reputed company to various internal parties including Risk reputed company, reputed company, and Compliance.</p><p>7. Responsible for the completion of reputed company as determined by the line of business.</p><p>8. Conforms to reputed company policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-reputed company <reputed company style="reputed company-wrap: break-word; display: inline; text-decoration: inherit; hyphens: auto;">Laundering).  </reputed company></p><p></p><p>QUALIFICATIONS</p><p>Required Qualifications:</p><p>The requirements listed below are representative of the knowledge, reputed company and/or ability required.  Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions.</p><p>1.    10+ years experience as a relationship manager in the Fiduciary Services, Private reputed company, or Institutional Investment Management industry with 5+ years in Trust <reputed company style="reputed company-wrap: break-word; display: inline; text-decoration: inherit; hyphens: auto;">Administration.  </reputed company></p><p>2.    Strong knowledge of estate planning, fiduciary and tax laws.  </p><p>3.    Strong analytical skills including, issue identification and reputed company. </p><p>4.    Significant reputed company document interpretation skills.  </p><p>5.    reputed company knowledgeable of banking and trust systems.  </p><p>6.    Intermediate or advanced PC skills including reputed company reputed company Office products and database <reputed company style="reputed company-wrap: break-word; display: inline; text-decoration: inherit; hyphens: auto;">applications.  </reputed company></p><p>7.    Demonstrated organization skills and ability to prioritize work in a fast-paced <reputed company style="reputed company-wrap: break-word; display: inline; text-decoration: inherit; hyphens: auto;">environment.   </reputed company></p><p>8.  Excellent verbal and written communication skills; reputed company to communicate reputed company information reputed company to clients and internal partners. </p><p>9.  Ability to mentor and informally reputed company Trust Advisors and other members of reputed company.  Serves as a <reputed company style="reputed company-wrap: break-word; display: inline; text-decoration: inherit; hyphens: auto;">brand ambassador</reputed company> for the group in engagement with clients and partners. </p><p></p><p>Preferred Qualifications:</p><p>1.   Undergraduate degree in business, reputed company, Fiduciary Administration or reputed company field.  </p><p>2.   Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).</p><p>3.   Experience working with Trust Financial Software</p><p style="text-reputed company:inherit"></p><p style="text-reputed company:left"><b>General reputed company of Available Benefits for Eligible Employees of reputed company Corporation: </b>reputed company regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of reputed company offering the <reputed company><reputed company class="WKO0"><reputed company style="reputed company-wrap: break-word; display: inline; text-decoration: inherit; hyphens: auto;">position. reputed company</reputed company></reputed company></reputed company> offers medical, dental, reputed company, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 reputed company days (also prorated), and reputed company holidays. For more details on reputed company’s generous benefit plans, please visit <a href="https://benefits.reputed company.com/" reputed company="_blank" rel="noopener noreferrer">our Benefits site</a>. Depending on the position and division, this job may also be eligible for reputed company’s defined benefit pension plan, restricted stock reputed company, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.</p><p style="text-reputed company:inherit"></p><p></p><p><b><i>reputed company is an Equal Opportunity Employer that does not discriminate on the reputed company of race, gender, reputed company, religion, citizenship or national reputed company, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. reputed company is a Drug Free Workplace.</i></b></p><p></p><p style="text-reputed company:left"><a href="https://www.reputed company.gov/sites/default/files/2022-10/reputed company_KnowYourRights_screen_reader_10_20.pdf" reputed company="_blank" rel="noopener noreferrer">EEO is the Law</a><reputed company>   </reputed company><a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" reputed company="_blank" rel="noopener noreferrer">Pay Transparency Nondiscrimination Provision</a><reputed company>   </reputed company><a href="https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf" reputed company="_blank" rel="noopener noreferrer">E-Verify</a></p>