Vice President of Personal Trust Administration
Position Summary
The VP of Personal Trust Administration will represent the organization in our Madison Office as a primary relationship manager. You will administer a wide range of complex personal trust accounts, having significant contact with clients and their advisors. This position is ideal for an experienced trust officer with a background in personal trust administration.
Responsibilities:
• Acting as the primary contact person for assigned accounts, to include direct contact with clients and advisors.
• Handling a full range of administrative activities: account administration in accordance with the governing instruments and legal and regulatory framework; opening new accounts; gathering assets; creating synoptic records; paying bills, reviewing transactions and outside investment manager statements; working with trust operations and our trust accounting system
• Analyzing trust documents, investment advisor agreements, understanding and applying internal policies and procedures, performing account reviews
• Assisting with companywide projects and committees as assigned
• Being alert to and encouraging opportunities to develop new trust relationships with clients and professional.
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 Doctor preferred