Vice President, Trust Administration

The expansion of a financial services company has created an opening for a VP Trust Administration. This role is responsible for administering complex trust and investment management account relationships.

Responsibilities :

• Responsible for the administration of customer trust accounts and providing superior service by exceeding clients expectations while understanding and complying with policies procedures governmental regulations and individual trust agreements.
• Collaborate with Trust Counsel Trust Tax and various lines of business committees (Trust New Business Discretionary Oversight) and other internal departments in order to ensure proper documentation and administration decisions.
• Work with outside attorneys co-trustees accountants and other professionals to effectively administer trust accounts in accordance with the terms of each accounts governing document.
• Maintain appropriate contact with customers through mailings telephone calls correspondence and client meetings.
• Develop and maintain an expertise in a specific area of personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services.
• Monitor client base for opportunities to leverage existing relationships.

Requirements :

This onsite opportunity in the Orange County area offers a base salary of up to $285k. Reach out to to learn more.

Required Experience :

Exec

Key Skills

Change Management,Financial Services,Growing Experience,Managed Care,Management Experience,Analysis Skills,Senior Leadership,Performance Management,Process Management,Leadership Experience,negotiation,Analytics

Employment Type : Full Time

Experience : years

Vacancy : 1