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About the role
Key responsibilities & impact- Administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships
- Establishes and maintains strong business relationships with clients
- Determines clients' financial goals and objectives and develops comprehensive financial strategies and plans
- Explains terms of governing documents and advises clients concerning banking needs, estate planning, gifting, and tax matters
- Achieves assigned sales goals by developing internal and external networks, obtaining referrals from clients, and expanding and deepening current relationships
- Works independently and autonomously and makes decisions on more advanced and complex issues
- Develops and maintains relationship with clients to discuss financial goals and objectives
- Ensures relevant client financial information is gathered and prepares recommendations
- Monitors clients' accounts, resolving problems and offering alternatives
- Participates in presentations to individual and institutional clients
Requirements
What you’ll need- Bachelor's degree or progressive work experience
- 7+ Years of related experience
- Comprehensive knowledge and in-depth understanding of wills, estate, trust and investments required
- Financial or professional designations required
- Strong sales ability, including proven experience successfully attracting new clients
- Strong execution skills and action oriented
- Strong interpersonal and relationship management skills required
- Supervisory experience preferred
- Excellent communication skills, both written and verbal
- Systematic, integrated and critical thinker with flexibility and ability to think out of the box to provide solutions to meet a variety of business/market needs
- Completion of a recognized trust school program preferred prior to employment
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial strategiesestate planningtrust administrationinvestment knowledgetax matterssales goals achievementclient account monitoringproblem resolutionpresentation skillsrelationship management
Soft Skills
interpersonal skillscommunication skillscritical thinkingflexibilityaction orientedindependent decision makingnetworkingclient attractionrelationship buildingsupervisory skills
Certifications
Bachelor's degreefinancial designationstrust school program