This listing was posted on ApplicantPool.
Trust Officer – Family Office Fiduciary Officer
Location:
Greenville, DE
Description:
What's This Job All About? The Trust Officer will manage all non-investment aspects of client relationships, including but not limited to, discretionary distributions, tax oversight, fiduciary oversight, beneficiary communication and coordination with other team members when serving as Delaware trustee, agent and/or custodian of accounts, as well as providing fiduciary support for Michigan family office clients. What You'll Be Doing Principal Accountabilities: Fiduciary Excellence Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents. Directs collection of income or proceeds from sales of assets and deposits them in trust accounts. Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries Directs liquidation of liabilities, payment of debts, and disbursement of funds according to the needs of the beneficiaries and conditions of the trust document with approval from the Trust Committee. Hires appraisers, as needed, to determine the value of assets and appropriate method for sale of properties if this is determined to be in the best interest of the beneficiaries. Provides financial accountings for grantor, beneficiaries, executors, and/or court as required according to particular circumstances of trust agreement. Supervises the process of preparation, filing, and payment of state and federal income tax returns for the trust. Including review and signing of 1041 returns and review of other filings. Client Service Responsible for proactive client contact providing "high touch" communication and service to clients. Help clients define their needs, goals, and objectives. Develop and maintain a basis of knowledge in key areas of trust and estate planning, investment management, retirement planning, and tax planning. Educate clients and trust beneficiaries on the terms and requirements of the trust. Solve problems for clients and beneficiaries using resources of the entire Greenleaf team. Coordinate with client's other professional advisors, such as legal and tax advisors. Facilitate effective reporting and communication to client and other interested parties. Oversee all account receipts and disbursements. Oversight and monitoring of all account activity including the process of transferring funds, securities, and other assets. Ensure that appropriate and relative account documentation is on file. Support Greenleaf Team Members Provide expertise on all Delaware Trust and Tax code. Provide expertise and back-up to other team members regarding trust/estate planning, tax, IRA and other issues. Work closely with Client Centric Team members to support client needs. Assist with seminar content development in areas of expertise. Track client communications in CRM system. Provide appropriate reporting to Executive Leadership Team and/or Trust Committee. Continuing Education Participate in continuing education opportunities in estate planning, tax, and IRA areas to remain current with new developments in the industry. Committees Actively participate in assigned workgroup(s) for various projects. Other All other duties as assigned What You Need for this Position : MINIMUM EDUCATION/EXPERIENCE REQUIRED: Bachelor's degree CTFA preferred Bachelor Degree and minimum 5 years' experience in estate planning, trust administration or equivalent education and experience Experience with client support/ wealth management/trust administration
Company:
Greenleaf Trust
Posted:
December 26 2023 on ApplicantPool
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ApplicantPool
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Trust Officer – Family Office Fiduciary Officer
Trust Officer – Family Office Fiduciary Officer is a Clerical Office Administrator Job at Greenleaf Trust located in Greenville DE. Find other listings like Trust Officer – Family Office Fiduciary Officer by searching Oodle for Clerical Office Administrator Jobs.
Trust Officer – Family Office Fiduciary Officer is a Clerical Office Administrator Job at Greenleaf Trust located in Greenville DE. Find other listings like Trust Officer – Family Office Fiduciary Officer by searching Oodle for Clerical Office Administrator Jobs.