Timothy Jon & Associates

Vice President of Personal Trust Administration

Timothy Jon & Associates - Madison, WI

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



Posted On: Thursday, June 16, 2022



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