Job Description

  • Administration for Trusts, Estates, Individual Retirement Accounts, and Investment Management accounts.
  • Responsible for managing the administrative and fiduciary functions of accounts assigned. These accounts will typically be large, complex accounts, including multifaceted trust administration and estate.
  • This will include managing all accounts in accordance with trust documents, applicable legal requirements, and company compliance guidelines.
  • Bring Wealth Management idea to clients concerning estate planning issues: gift, estate, and other tax and financial concerns of the client and working with clients outside advisors such as attorneys, CPA, life insurance advisor and etc.
  • Work with clients to develop and deepen the relationship: gaining their respect as well as that of their family to foster longevity of the family relationships with the Company.
  • Manage accounts with sometimes complex situations including usual assets, unique family dynamics and every changing needs of trust beneficiaries and clients.
  • Manage the assigned account’s relationship contact requirements for the team by initiating team communication for proactive client contact.
  • Maintain a collaborative team work environment with affiliate Bank referral sources as well as external professionals to appropriately satisfy the special needs of Wealth Management clients and to communicate the benefits of trust services to clients.


  • Extensive knowledge of estate planning, estate tax and estate administration
  • Bachelor’s degree in a business related field: advanced degree such as JD, CPA, CFP, CTFA or comparable designation preferred
  • Working knowledge of trust administration, IRA’s, income tax, estate settlement, and general investments
  • 10+ years of Financial/Wealth Management experience
  • Strong customer relations skills and ability to work with employees and clients in a cooperative manner
  • Team orientated with a positive attitude and that nurtures cohesive relationships within the company and client base
  • Excellent communication skills with a professional and compassionate delivery style
  • Ability to accept and facilitate change caused by customer demands, corporate needs, or regulatory requirements
  • Must be professional in appearance and exhibit professional maturity

Position Type

Full Time – Regular


Clayton Office

Work Hours

M-F 8:00 a.m. to 5:00 p.m.

Standard Hours


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