Job Description

About the Company - We are currently representing a Senior Trust Officer AVP opportunity with our client, a premier wealth management firm specializing in personalized financial solutions, investment management, and comprehensive estate planning services based here in Maryland.

About the Role - This position will be responsible for managing client relationships in relation to include direct communication with clients, resolving issues, and managing a variety of account types such as Individual, Trust, and IRA accounts. The role requires proficiency with the FIS Trust System to generate reports, review activities/cash movements, interpreting trust documents, and maintain relationships with clients, attorneys, and other professionals.

Pay range and compensation package - They are offering a competitive compensation package (Base + Bonus, no sales goals), a great work/life balance (hybrid schedule), and the chance to join one of the DC Metro’s prestigious wealth management firms as they continue to grow.

Responsibilities

• Communicate directly with clients in a clear, effective manner; address requests, resolve issues, and meet their needs.
• Demonstrate comprehensive knowledge of various account structures, including Individual/Joint, UTMA, IRA, Trust, Corporate, and Partnerships.
• Utilize the FIS Trust System for administrative duties, such as generating customized reports, reviewing account activity, and managing cash flow.
• Participate in client meetings and discussions.
• Analyze and interpret trust instruments to validate their provisions, identify trustees and authorized individuals, and determine the extent of their authority.
• Supervise and track all incoming and outgoing cash transactions.
• Maintain a high level of proficiency in trust administration and apply it effectively.
• Stay current on tax laws, regulations, and trends that could influence administrative client services.
• Adhere to departmental policies and procedures to ensure top-notch client service and favorable audits and examinations.
• Serve as the primary liaison with commercial bank personnel by fostering strong relationships and providing accurate, timely solutions.
• Cultivate productive working relationships with clients, attorneys, accountants, and other professionals to ensure high-caliber administration and identify new business prospects.
• Represent the Trust Company at civic, governmental, community, financial, and professional events to build networks, develop new business, and enhance the firm’s positive reputation.

Qualifications

• Bachelor’s degree in business or related field, or equivalent professional experience.
• 7+ years of experience within a client servicing role within the wealth management, investment management, or Fiduciary services industry; with a focus on institutional and/or personal trusts.
• Certified Trust and Fiduciary Advisor (CTFA) designation is desirable.
• Comfortable interacting with high-net-worth individuals.
• Excellent written and verbal communication skills.
• Experience with FIS and/or FIS Trust Software strongly preferred.
• Strong problem-solving abilities.
• Effective organizational skills, including the capacity to maintain legal documentation.

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