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Trust Relationship Associate
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Full-time
- The Trust Relationship Associate will assist with the administration of client relationships, performing various activities relative to Greenleaf Trust's role as trustee, agent and/or custodian and coordinate the efforts and workflow of the Client Centric Team while providing comprehensive, pro-active service to clients and co-workers.
- Become an expert with eMoney and use the platform to build-out visual depictions of client estate plans as well as gathering client facts within eMoney (beneficiary designations, ownership details, cost basis, real estate taxes, insurance premiums, etc.)
- Assist with seminar content development in areas of expertise
- Attend all trainings required of TRO's and TSC's
- Develop and maintain basis of knowledge in key areas of estate planning, investment management, retirement planning and tax planning
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