Trust Principal - Louisville - The Glenview Trust Company

Description

THE GLENVIEW TRUST COMPANY 

TRUST PRINCIPAL 

BASIC FUNCTION 

The Trust Principal directs the administration of client trusts, estates, and accounts, ensuring 

client goals and fiduciary responsibilities are met. This position nurtures client relationships to 

provide comprehensive and ongoing support to clients. The Trust Principal cultivates 

relationships within the community, including centers of influence and charitable organizations, 

to promote the Company and develop business. This position is a member of the Company's 

Trust Administrative Committee and participates in the oversight of the Company's administrative 

and compliance functions related to trust and estate administration. 

ORGANIZATIONAL RELATIONSHIPS 

Reports to: 

Chief Fiduciary Officer 

Supervises: 

Indirectly supervise Client Service Specialists 

SPECIFIC DUTIES AND RESPONSIBILITIES 

"*" denotes an essential function of the job. 

A. *Implement and execute all duties and fiduciary responsibilities related to assigned 

     trusts, estates, and accounts in accordance with applicable laws and regulations 

    and in compliance with company policies, including but not limited to: 

B. Account opening, review acceptance and document interpretation. 

C. Asset and Cash Distribution review and approval, including 

     discretionary distributions. 

D. Complete Administrative account reviews as required. 

E. Account closings, trust termination, and appropriate division and 

    distribution. 

F. Collect and coordinate information for preparation of individual 

    income tax, fiduciary income tax, federal and state estate, 

    inheritance and gift tax, generation skipping tax, payroll, and other 

    taxes; and oversee the filing of same by applicable required due 

    dates. 

G.. *Nurture client relationships through ongoing proactive contact via phone, e-mail, 

     meetings, and other opportunities, with the goal to strengthen relationship and 

     client experience. 

H.. *Set standards for team (AO, 10, FP, and AA) for client relationship contact, 

      ensuring standards for each relationship are met.  

I. *Create and build client relationships while sponsoring interaction with centers of 

    influence to foster goodwill and to obtain new business; attend community 

    functions and assist charitable organizations, at board level when feasible, to 

   promote the Company. 

J.. *Review to maintain client information in Company databases and software 

    systems for assigned relationships to ensure it is up to date for the submission of 

    tax returns; provide changes or updates to tax officer; review completed returns 

    and either sign or obtain appropriate signatures, by applicable due dates. 

K. *Participate in Trust Administrative Committee (TAC) meetings, financial meetings, 

     and Strategic Planning Committee meetings, to ensure compliance and oversight 

    goals, as necessary. 

L.. Attend professional development initiatives as appropriate and maintain 

     professional designations as required by governing bodies through continuing 

     education requirements and other standards. 

M.. Attend Company and industry-related meetings, as required. 

N.  Establish individual goals which are aligned with the Company's business 

     strategies and objectives. 

O. Perform other duties, including special projects, as assigned by executive 

     leadership. 

STANDARDS OF PERFORMANCE

A. Client satisfaction and retention. 

B. Development of new business. 

C. Adherence to trust policies and procedures. 

D. Accurate client information provided in a timely manner to Operations, external 

    accountants, and counsel for the filing of all tax returns, associated payments, 

    estimated payments, and withholdings. 

E. Participation in and contribution to management initiatives. 

F. Maintenance of Company and client information in a confidential manner. 

MENTAL AND PHYSICAL REQUIREMENTS

A. Ability to assess and interpret client needs to determine appropriate trust 

    structure and investment strategy. 

B. Ability to maintain a high level of concentration with frequent time pressures and 

    constant interruptions. 

C. Ability to sit for extended periods of time. 

D. Ability to maintain sustained visual attention for considerable periods of time. 

E. Ability to travel to clients, prospects, community events and social functions, 

    interact with clients and prospects for extended periods of time, and negotiate 

    crowds. 

WORKING ENVIRONMENT AND CONDITIONS 

A. This position involves working within an indoor office environment around general 

     office equipment, including computers and workstations. 

B. This position may require working non-traditional hours, including evenings and 

     weekends to attend social functions to promote the Company and develop 

     relationships within the community. 

EDUCATION, EXPERIENCE AND TRAINING 

A. Juris Doctor or other comparable professional designations required. 

B. 5 years' minimum trust administration and wealth management experience, 

    preferred. 

EQUIPMENT AND TOOLS 

A. Computer and peripherals 

B. Telephone and mobile devices. 

Glenview Trust is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, or any other category protected by law.