Timothy Jon & Associates

Vice President of Personal Trust Administration

Timothy Jon & Associates - Milwaukee, WI

Position Summary

As a Vice President, Personal Trust Administrator, you will represent the organization administering a wide range of complex personal trust accounts, having significant contact with clients and their other professional advisors. Leadership opportunities will be possible with the continued growth of the organization. This position is ideal for an experienced, senior level Trust Officer with a strong background in Personal Trust Administration.

Responsibilities:

• Acting as the primary contact person for assigned trust relationships, including direct contact with clients and their professional advisors

• Possessing a strong knowledge of various estate planning strategies as well as background in trust administration including trust accounting, fiduciary income tax and prudent investor rule

• Handling a full range of trust administration activities, including - Trust administration in accordance with the governing instrument, state law, and any regulatory requirements - Analyzing trust documents, investment advisor agreements, understanding and applying internal policies and procedures, performing required account reviews - Maintaining trust records, facilitating distributions to beneficiaries, coordinating with investment advisors and tax preparers - Working closely with internal partners, including trust operations

• Establishing new trust relationships, including - Assessing new business opportunities presented to the organization - Gathering and reviewing trust asset information - Understanding administration requirements and risks

• Assisting with companywide projects and committees as assigned

• Being alert to and encouraging opportunities to develop new trust relationships with clients and professional advisors.

 

 

Qualifications:

• Ability to effectively work independently and as part of a team of professionals to provide outstanding personal trust service

• Attentiveness to administrative details, documentation, and procedures

• Strong communication and presentation skills

• Self-starter, highly motivated, needs minimal supervision

• Assertiveness, strong sense of responsibility and ownership

• Bachelor’s degree (in relevant field) or equivalent work experience is required

• Legal education or Juris Doctorate preferred



Posted On: Thursday, June 16, 2022



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