A Trust Advisor is responsible for understanding the unique characteristics of his/her client base, proactively engaging with them by providing advice and solutions for identified issues, particularly in the areas of estate and tax planning. A Trust Advisor should be familiar with Argent’s capabilities throughout the enterprise and work closely with Argent’s other offices, departments, companies, and personnel to deliver a full array of integrated solutions to his or her clients. Finally, a Trust Advisor is responsible for the growth and profitability of his/her book of business as well as the overall satisfaction of clients with Argent’s fiduciary services.
Duties and Responsibilities:
- Monitoring jurisdictional legal and tax changes that impact trustee reporting obligations
- Motivate and influence client team members appropriately
- Builds and maintains knowledge of fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships
- Develops strong working relationships with key internal partners and external Centers of Influence to enhance the profile of Estate & Trust Services.
- Working with COI to analyze and identify the impact of regulatory change (and other related risks) on the business and developing strategies to implement appropriate business procedure changed
- Providing high-level fiduciary support, advice, counsel, and coaching to Trust Officers and Managers concerning administrations of accounts with Trust Administration Units
- Provides advice on will planning issues, ensures that new documents meet internal policy standards and ensures that policies related to wills are followed
- Keeps current with legislative changes related to estate & trust issues within the applicable governing jurisdiction
- Provides timely and effective client service for existing clients relative to their Wills and Powers of Attorney documents
- Provides superior client service for existing clients and partners to ensure retention of appointments
- Will maintain an ongoing pipeline of new business opportunities
- Must be detail-oriented, with strong analytic, research and communication skills.
- 7 years of fiduciary experience with a strong foundation in trust/estate administration or related field
- Excellent written, verbal, and electronic communication skills with demonstrated presentation skills
- Ability to build and maintain an internal and external business network
- Ability to travel on a regular basis in the local area
- Reports to the Market President
- Sound knowledge of estates, trusts, protection plans and will planning
- Basic knowledge of financial markets and Investments is preferred.
- Basic computer skills.
- Knowledge of Microsoft Office Suite.
- Ability to work effectively with others or independently and form professional business partnerships with colleagues and establish priorities with minimum supervision
Education & Experience:
- Bachelor’s Degree or MBA in Business, Finance or Law.
- Basic Accounting knowledge, including debits and credits.
- Financial management: 5 years (Preferred)
- Trust principles and regulatory and tax matters relating to the administration of trust accounts
- Fiduciary and Investment services
- Banking and trust systems
- Estate planning
Licensing or Certifications:
- CTFA, CFP or JD preferred
Submit cover letter and resume to firstname.lastname@example.org