Trust Manager

Plante Moran

Trust Manager responsible for administering trusts and collaborating with clients at Plante Moran. Engaging in practice development and overseeing holistic services for clients in a dynamic team environment.

Posted 7/8/2026full-timeGrand Rapids • Missouri • 🇺🇸 United StatesMid-LevelSenior💰 $115,500 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates
Prepare and review materials for Trust Administration and Trust Investment Committees
Maintain regular and proactive contact with grantors, beneficiaries, legal counsel, financial advisors, and other interested parties
Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients
Build and maintain strong relationships with clients by demonstrating empathy and understanding
Engage in practice development, client expansion, and cross-serving to grow the practice
Contribute to the internal management of the organization through participation in specified initiatives and projects

Requirements

What you’ll need

Bachelor's degree in Business (preferably in Finance, Accounting, or Economics)
4-6 years of experience in Personal Trust Account Administration, financial planning, investments, and/or estate planning
Possess at least one advanced degree or professional designation (JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP®) or Certified Public Accounting (CPA) is preferred but not required)
Detail-oriented leader with strong problem-solving, analytical, and communication (written and verbal) skills
Actively advancing technical skills in the Trust industry and the financial services industry in general.

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Flexible Time Off
401(k) plan
Business-related travel expense reimbursement
Lodging and meal reimbursement for business-related use
Pension plan for eligible administrative and paraprofessional staff
Discretionary bonus plan for eligible staff

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Personal Trust Account AdministrationInvestment ManagementAnalytical SkillsProblem-Solving SkillsDetail-Oriented

Soft Skills

Communication SkillsEmpathyTeam Collaboration

Certifications

JDCertified Trust and Financial Advisor (CTFA)Certified Financial Planner (CFP®)Certified Public Accountant (CPA)