14 часов назад
Trust Advisor III
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Advisor III (Trust Administration): Administering complex fiduciary accounts and managing client relationships with an accent on trust administration, compliance, and client risk profiling. Focus on documenting regulatory exceptions, driving asset re-discovery, and mentoring account administrators.
Location: Fort Worth, TX - Downtown, United States
Company
provides banking, investment, insurance, and trust services to businesses and individuals throughout Texas.
What you will do
- Review and administer complex fiduciary accounts according to governing documents.
- Manage client relationships, maintain regular contact, understand client needs, and drive asset re-discovery.
- Profile clients and establish goals, objectives, and risk parameters.
- Track regulatory and operational updates, document exceptions, and ensure compliance with laws, regulations, and internal policies.
- Lead and mentor account administrators while supporting collaboration and departmental goals.
Requirements
- Bachelor's degree with 5+ years of trust administration experience, or a Juris Doctorate from an accredited law school with 3+ years of trust administration experience.
- Experience administering complex fiduciary accounts.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft applications.
Nice to have
- Experience with trust accounting systems.
- CTFA, CFP, or a similar professional designation.
Culture & Benefits
- Medical, dental, vision, long-term disability, and life insurance.
- 401(k) matching.
- Paid holidays and paid time off.
- Tuition reimbursement.
- Health and wellness programs, including an Employee Assistance Program.
- Referral bonus program.
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