Senior Trust Advisor

The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client’s financial goals and objectives.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensure that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Oversee the administration of complex trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.  Manage the due diligence process on all new fiduciary appointments, including reviewing all critical documents to ensure a complete understanding of client needs and the bank’s ability to meet those needs.

Play a key role in overall client satisfaction and retention.  
** MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES

REQUIRED:

** Minimum of 8-10 years of experience in trust and estate administration, with a proven track record of managing complex trust relationships.

Strong knowledge of trust and estate laws and regulations as well as industry standards and practices.

Demonstrated ability to advise and deliver on complex fiduciary strategies.

Demonstrated proficiency in exercising fiduciary judgement and discretion.

Excellent interpersonal and communication skills to deliver best-in-class client experience.

Ability to work in a team orientated/matrix environment.

Ability to manage multiple priorities and meet deadlines. Proficiency in and Microsoft Office Suite.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our  Careers page at:  or by consulting with your talent acquisition partner.
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