Trust Advisor

Department Profile:

The role of the Trust Advisor is to have advanced knowledge and expertise in the proper administrations of trust accounts. He or she is responsible for fulfilling Argent’s fiduciary duties to its clients by administering accounts in compliance with (1) the terms and governing language found in the controlling trust document, (2) applicable federal and state laws and regulations, and (3) Argent’s policies and procedures.

Job Location

Atlanta, GA

Job Summary:

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

Qualification Requirements:

  • 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

To Apply:

Submit cover letter and resume to

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