Professional Fiduciary
Aquarius Professional Staffing - west chester, OH
Apply NowJob Description
Are you a dedicated professional looking to be a vital asset to one of the largest banking/insurance institutions based here in the Cincinnati area? Don't miss your chance and apply now! What you will be doing as the Fiduciary Officer: Responsible for the efficient administration of Trust Accounts for Company wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian or agent for Trustee. Provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. Manages Risk - Monitors and controls risk in all aspects of trust and account administration Customer focus - Resolves problems efficiently and effectively brought by grantors, beneficiaries and others, such as requests for discretionary distributions Service to clients - Administers trust accounts, ensuring client objectives are met and are consistent with the governing documents, policies and procedures, State Trust code and sound fiduciary administration principles to best serve the interests of the beneficiaries Account Management - Collaborate with other Fiduciary Officers and Wealth Management Coordinators on new account paperwork, closing paperwork, wire and ACH transfers, tax reporting, Charitable and non-charitable gifting, principle and income account portfolios, administrative reviews, bill pay, estimated tax payments and liabilities, ticklers, cost basis information, fee set up and modifications and all other account administration from opening to closing. Responsible for complete and accurate information in paper file and on trust accounting system What you will need as the Fiduciary Officer: Four year College Degree Minimum 5 years' experience of relevant fiduciary, personal trust or trust administration CTFA or JD strongly preferred Broad based technical knowledge of investments, tax, legal and Bank operations Current knowledge of fiduciary standards, principles and applicable laws and regulations Knowledge of account management practices, tasks, and tools with the ability to provide services and support to key clients Effective Communications and excellent organization skills Accuracy and Attention to detail Understands and controls risk in all aspects of account administration Proficient in Word, Excel, and Outlook Degree of Independence and Decision-Making: Works with limited supervision
Created: 2024-10-11