Trust Advisor
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About The Position
The Trust Advisor will be a centralized role in the Fiduciary Center of Excellence, responsible for managing and administering all aspects of an assigned book of trust accounts. The Trust Advisor will partner with front office teams and provide centralized day to day trust administration support. The Trust Advisor will address client inquiries in a timely and effective manner while coordinating and overseeing all trust administration activities in the account. The Trust Advisor will have decision-making authority over trust administration of the accounts as deemed appropriate by management. The ability to successfully identify and manage compliance and fiduciary risk management issues is also important.
