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Senior Trust Officer - Des Moines, United States - RPMGlobal
Description
Responsible for administration and maintenance of personal trust and probate relationships, including proactive communication with clients and their professional advisors, regarding administrative, legal, planning and regulatory matters.
There are important qualities you look for in an employer meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more.
At Bankers Trust, our team members experience an inclusive and community-focused culture and were proud of the premier workplace weve created.
We regularly receive best in class results through our biennial employee engagement survey.Were also proud to receive recognition from others, including our designation as a Best Place for Working Parents, being a four-time recipient of the Greater Des Moines Partnerships Inclusion Award, and being named one of the Best Businesses Supporting Local Charity by readers of the Business Record.
Job Summary:
The Senior Fiduciary Trust Officer is responsible for administration and maintenance of personal trust and probate relationships, including proactive communication with clients and their professional advisors, regarding administrative, legal, planning and regulatory matters.
This position will have a concentration and focus on specialty fiduciary services, including trust and estate administration, in serving some of our largest and most sophisticated clients.
This position consults with and advises clients regarding planning opportunities as well as changes in laws and regulations affecting their accounts or other personal circumstances.
This position will collaborate with other team members to provide consultation services for our client relationships in all markets, when appropriate.
Primary Functions and/or Responsibilities:
Relationship management and administration of personal trust and estate accounts and other assigned accounts, when appropriate, including administration and regular proactive client and adviser communication.
Includes daily account administration, in coordination with Private Client Team.Administer assigned accounts in compliance with applicable laws, regulations, and Bank policies, including timely and accurate completion of related documentation.
Develop business and compliance practices relating to the Wealth Management business and coordination, along with engagement with key business partners.
Such business and compliance procedures may include, but are not limited to:Serves as a Subject Matter Expert to the Wealth Management team and assists key business partners and Trust Counsel on complex fiduciary relationships and/or prospective relationships, as needed.
Partner with key business partners to assist in estate and trust administration, as needed, with attorney communications, analysis and review, and other more complex administration matters.
Development of new and expanded personal trust and other private client relationships. Develop and maintain professional relationship with referral network of trust and estate attorneys, CPAs and financial advisors. Develop and maintain relationships with a primary focus towards investment management.Participate in relevant internal working groups and committees, such as, but not limited to:
Trust Administrative Committee, Trust Investment Committee, Private Client Services Asset Review and Business Acceptance Committee. Joint calling with other Personal Trust Officers, Private Bankers, BTC Capital Management, and other Bank staff, as required. Develops and provides periodic topical training to Wealth Management team members. Other duties as assigned.
Education and/or Experience:
Four-year college degree in a related field preferred OR an equivalent combination of education and experience JD degree strongly preferred CTFA strongly preferred At least 6 years of relevant work experience requiredSpecific Skills, Knowledge & Abilities: Extensive knowledge of investment management; and, tax, estate planning concepts /techniques Thorough knowledge of fiduciary management policies and principles Strong knowledge of investment concept Group Health, Dental, and Vision Insurance 401(k) plan with lucrative company match Tuition assistance Company Paid Life Insurance Paid Parental Leave Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
Team Member Banking - a suite of products and services with special benefits for employeesHybrid Eligibility:
Position may be eligible for a hybrid work schedule (requiring some days in the office each week).AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYERPROTECTED VETERANS AND INDIVIDUAL WITH DISABILITY#J-18808-Ljbffr
