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Senior Trust Associate
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- SHR Talent is partnering with a leading independent trust company located in Nashville, TN in its search for a dynamic Senior Trust Associate to join their esteemed team.
- As a pivotal member of the organization, the Senior Trust Associate will spearhead the management of trust accounts, nurturing client connections, and maintaining rigorous adherence to regulatory guidelines.
- An ideal candidate for the Senior Trust Associate role will possess excellent communication and interpersonal skills with the ability to effectively engage with clients and colleagues at all levels, strong attention to detail, analytical prowess, and proficiency in financial software and tools, and a dedication to upholding ethical standards, confidentiality, and integrity in all aspects of work.
- Oversee the administration of trust accounts, including asset management, distributions, and account reviews
- Advanced certification such as Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP), preferred
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