Trust Advisor II (Private Banking)

Location: Columbus, OH, United States. Workplace type: Office.

Company

hirify.global provides banking and private client financial services.

What you will do

• Administer assigned wealth and investment accounts of moderate to high complexity, including trusts, estates, and agencies.
• Provide operating instructions and procedures to trust support staff.
• Coordinate administrative functions with internal and external parties involved in trust relationships.
• Develop new relationships, retain existing customers, and cross-sell products to expand customer assets.
• Build relationships with attorneys, accountants, insurance agents, financial planners, and internal business segments.
• Participate in internal trust committees when assigned.

Requirements

• Bachelor’s degree.
• Five or more years of moderate to complex trust administration experience.
• Excellent written and verbal communication skills with professional grammar and demeanor.
• PC and internet proficiency, with the ability to multitask.
• Experience working with high-net-worth banking customers and building strong customer relationships.
• Financial advisory or sales experience involving banking, investment, or insurance products and services.

Nice to have

• Juris Doctor degree.
• Certified Trust and Fiduciary Advisor designation.
• Knowledge of Private Financial Group products.

Culture & Benefits

• Full-time office-based position.
• Certain positions may be eligible for flexible arrangements combining in-office and work-from-home time; specific arrangements are confirmed by the hiring team.
• Exempt status; not eligible for overtime pay.
• Equal opportunity and tobacco-free hiring practices.