The expansion of a financial services company has created an opening for a VP, Trust Administration. This role is responsible for administering complex trust and investment management account relationships.

Responsibilities:

• Responsible for the administration of customer trust accounts and providing superior service by exceeding clients’ expectations while understanding and complying with policies, procedures, governmental regulations, and individual trust agreements.
• Collaborate with Trust Counsel, Trust Tax, and various lines of business committees (Trust New Business, Discretionary Oversight) and other internal departments in order to ensure proper documentation and administration decisions.
• Work with outside attorneys, co-trustees, accountants, and other professionals to effectively administer trust accounts in accordance with the terms of each account’s governing document.
• Maintain appropriate contact with customers through mailings, telephone calls, correspondence, and client meetings.
• Develop and maintain an expertise in a specific area of personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services.
• Monitor client base for opportunities to leverage existing relationships.

Requirements:

• Bachelor’s Degree required
• Extensive knowledge of the financial services industry, wealth management products, and team selling
• Professional Certifications and/or Advanced Degrees preferred: JD, CPA, CFA, CTFA
• 8+ years of trust administration experience
• An extensive network of local centers of influence
• Excellent written/oral/presentation skills
• Excellent client advisory skills

This onsite opportunity in the Orange County area offers a base salary of up to $285k. Reach out to Andrew@thehiringadvisors.com to learn more.