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Trust Advisor
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Full-time
- Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.
- Support the senior Trust team with fiduciary decisions and trust administration responsibilities.
- Review cash transfers, investment actions, market value updates, proposed beneficiary distributions, and other trust accounting transactions.
- Engage and coordinate with external client advisors such as investment advisers, accountants, attorneys, and family offices.
- 3+ years’ experience in trust administration or planning with a focus on delivering the highest caliber of client experience (100mm+ level of clientele).
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