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Senior Trust/Wealth Management Officer

Senior Trust/Wealth Management Officer

Senior Trust/Wealth Management Officer

JOB SUMMARY

Handles the independent administration of accounts naming First National Wealth Management in Sioux Falls in a fiduciary capacity. Maintains close communication with clients, beneficiaries, and professionals to accomplish goals and objectives of account relationships. Acts as the Relationship Manager coordinating with all areas of the Bank to meet the client’s needs. Participates in strategic planning initiatives and collaborates in the creation and update of Wealth Management procedures.

ACCOUNTABILITIES 

  • Personal Trust Account Administration
  • Facilitate proper execution of responsibilities with legal, tax, accounting, investment, and administrative functions
  • Provide superior client service
  • Assume responsibility for the administration of certain complex accounts in the department, which require the highest degree of proficiency and expertise
  • Develop into a specialist in a specific area of administration (special needs, dynasty, insurance trust, trust accounting, etc.)
  • Wealth Management Team Strategy 
  • Assist in implementing new work procedures and systems to accomplish planning and department development objectives and to ensure compliance with federal regulations
  • Mentor and train personal trust teammates
  • Serve on interdepartmental committees
  • Participate in implementation of strategic plan
  • Business Development
  • Develop and maintain positive relationships with referral sources and pursue and respond to business development opportunities
  • Initiate and maintain client, networking, and professional contacts and community involvement
  • Participate in First National Bank’s sales culture
  • Continuing Education
  • Attend educational opportunities to maintain certifications
  • Participate in industry related boards, training, and networking
  • Proactively pursue activities that drive increased knowledge and service improvements

REQUIREMENTS

Education: Bachelor’s Degree required.  MBA, JD, MPA, CFP, CTFA or CFIRS certification required within five years of employment.

Previous Experience: Five years of Trust or Banking/Financial Services experience.

SKILLS

  • Ability to work independently with little supervision. Self-motivated.
  • Effective and professional verbal and written communication skills.
  • Demonstrates a high degree of concern for professional and innovative client service.
  • Detail oriented individual able to complete tasks with a high degree of accuracy required.


Additional Info

Job Type : Full-Time

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