Senior Trust Relationship Officer, Team Lead - Greenleaf Trust Delaware
Greenleaf TrustGreenville, DE, USAjob_description.job_card.1_day_ago
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job_description.job_card.job_descriptionLead the business development strategy for Delaware, including oversight of relationships with centers of influence and other referral sources. Generate new opportunities across lines of business through direct contact with existing clients, prospects and referral sources. Ac ti v e ly pa r ti c i p ate in s a les t e am m ee tin g s a n d ev e n t - d r i ve n ma r k e ting a c ti v itie s . Pr o m o te b a n k t rust se r v ic e s a nd a ss i s t n e w c l ie nts with e s ta b l i s hment of n e w t rust a cc o un t s . Pr o v i d e c o ntinu o us s u ppo rt to n e w c l i e n ts t h r o u g h o ut the a cc o unt tra n s f e r p r o cess . M a k e p r e se n tati o ns to g r o u p s ex p la i ning the fu n c ti o n o f Gr ee nle a f ' s P e rs o nal Trust Divi s i o n a n d t h e po t e ntial fin a n c i al and tax advan t ag e s to b e gain e d b y t h e u s e o f v ar io us t y p e s o f trus t s o r o t he r w e alth m a n ag e m e nt s tra t e gi e s . Pr o v i d e t ec h nic a l, ad m ini s trativ e , and c r e ati v e s u ppo rt o n p r o gra m m i ng me t r i c s a n d a n aly s is of s kil l s n e e d e d to i n c re a s e e m p l o y ab i l i ty a n d l o ng ev it y . Ensure that the Greenleaf Trust Delaware is in compliance with the requirements of the State of Delaware examiners. Ac t in a fi d u c ia r y c apaci t y to p e rf o rm a c ti v ities r e lated to t h e ad m inistrat i o n o f tru s ts und e r t h e t e r m s o f t h e g ov e rn i ng trust do c u m e n t s . Di r ec t the c o l l ec ti o n o f in c o me o r p r o cee d s fr o m sales o f a ss e ts a n d d e po s its t h e m i n trust a cc o un ts . En s ure t hat t h e fi d u c ia r y j u d gme n t is fo l l o w e d in in v e s ting trust a s s e ts i n in c o me p r od u c ing sec ur i ti e s f o l lo wi n g in v e s tm e nt gui d e l i n e s o f tru st. W o rks with in v es tm e n t analy s t s to s e lect t h e m o s t a pp r op r i ate in ves tm e nts a cc o r d ing to l o n g -t e rm fina n c ial goals d es i r e d f o r the b e s t int e re s ts o f b e n e fi c ia r ie s . Di r ec t l i q ui d ati o n o f l i ab i l i ti es , p a y ment of d e b t s , and d isbu r se ment of f u n d s a cc o r d ing to t h e n ee d s o f t he b e n e fi c i ar i e s a n d c o n d iti o ns o f t he trust d o c u me nt w ith ap p r o v al f r o m the Trust Co m m i t tee . Hi r e a pp ra i se rs, as n ee d e d , to d e t e r m ine t h e v al u e o f a s s e ts a nd a pp r o p r i a te me t h o d f o r sale o f p r o p e rties if t h is is de t e r m in e d to b e in t h e be s t int e re s t of t h e be n e f i c ia r ie s . Pr o v i d e finan c ial a cc o u ntings f o r gran t o r s , b e n e fi c ia r ie s , e x e c ut o rs, a n d / o r c o urt as re q ui r e d a cc o r d ing to p arti c ular c i r c u m s ta n c e s o f tru s t agre e m ent. Su p e rvi se t he p r o c e s s o f p reparati o n, fi l ing, a n d p a y ment of sta t e a n d f e d e ral in c o me tax re t urns f o r the trus t . I n c lu d ing r ev iew a n d s igni n g o f 1 041 re t urns a n d re v iew o f o t he r f i l i ng s . Coach and mentor Delaware Trust Officer team to ensure that each team member is developing in their role. Provide ex p e rti s e a n d b a c k -up to o t he r t e am me m b e rs r e gar d ing trust / e s tate p lan n i ng, ta x , IRA a n d o t he r i ss u es . W o rk c l o se ly w ith Cl i e n t C e ntric T e am m e m b e rs to su ppo rt c l i e nt nee d s . Ass i s t w ith se m i nar c o nt e nt d e ve l op ment in ar e a s o f ex p e rtis e . Tra c k c l ie nt c o m m uni c a ti o ns in CRM s y s t em. Pr o v i d e a pp r o p r i ate re p o rting to Ex ec uti v e L e a d e rs h ip T e am an d / o r Tru s t Co m m i t tee . Ac ti v e ly pa r ti c i p ate in a s s ign e d wo r kgr o u p (s ) f o r var io us p r o jec t s . Ba c h e l o r's D e gr e e a n d a m i ni m um o f 5 ye ars o f ex p e r i e n c e in e s ta t e p lan n ing, trust ad m inistrati o n, and c us to mer s e rvi c e , o r e q uival e nt e d u c ati o n a n d ex p e r ie n ce . Ex p e r i e n c e with c l i e nt s u pp o rt / w e alth m a nag e ment / tr u s t a d m i nis t rat i o n . Sal e s e x p e r i e n c e in a se r v ic e -rel a t e d fi e l d . R es po n s i b le f o r f o c us e d wo r k on c o m p ut er. M ust b e a b le t o s it a nd w o rk at a c o m p ut e r, make p h o ne c al l s , s c h e d ule an d p arti c i p ate in v i d e o c o nf e r e n c es , p h o n e , and in p e rson m e e tin g s . T h e po s iti o n may re q ui r e full d ay o r o ve rnight tra ve l, ap p r o x i m at e ly 40% o f time, to me e t with c l i e nts o u t s i d e o f t h e g e n e ral ar ea. O u r n o r m al op e rating h o urs are M o n d ay t h r o ugh Fr id ay fr o m 8 : 1 5 a .m. t o 5 : 00 p . m .
W H O WE ARE
A t Gr e e nle a f Trust Delaware, o ur t e ams a re d e d ic a t e d to p r o v i d ing the high e s t l e ve l o f c o m p re he n s i v e weal t h manag e me n t se r v ices, t r ust ad m inistrati o n a n d retirem e n t p l an se rv i c e s . We adh e re t o t he hig h e s t s tan d ar d s o f fi d u c ia r y e x ce l l e n c e w h i l e p r o v i d ing c us t o m iz e d s o lut io ns a n d highly p e rsonal se rv i c e to o ur client s .
SU MMA RY
M a n age c l i e nt rela t i o n s h i p s to p e rf o r m a c ti v ities rela t ed to o ur r o le as trus tee , ag e nt a n d / o r c u s to d ia n .
YOUR ROLE IN SERVING OUR CLIENTS AND ASSISTING DIVISIONS INCLUDES :
C lient Service :
- R es po n s i b le f o r p r o a c ti v e c l i e n t c o nt a c t p ro v i d ing "high touc h " c o m m uni c ati o n a n d se rv i c e to cli e nt s .
- H e lp c l i e nts d e fine t he ir n ee d s , g o als, and ob j e c t i ves . Ass i s t w ith t h e d eve l op ment of a p e rsonali z e d W e alth M a nag e me n t P lan at t h e o n se t of t h e relati o n s hip as w e ll as d e v e l op ment o f o ng o ing s trat e gies to a c hie v e t h e c l i e nt's n e a r - t e rm g o als a n d u l timate lega c y p lan ob jec ti v es .
- D eve l o p a n d ma i ntain a b a s is of k n o wl e d ge in ke y ar e as o f tru s t a n d e s ta t e p lan n ing, in ve s tm e nt m a nag e m e n t , r e tirem e nt p l a n ning, a nd tax p lan n ing.
- E d u c ate c l ie nts a nd trust b e n e fi c ia r i e s o n t h e t e r ms and re q ui r e m e nts o f t h e trus t .
- S o lve p r ob lems f o r cl i e nts usi n g re s o ur c e s o f t h e e ntire G reenl e af t eam.
- C oo r d ina t e with c l i e nt's o t he r p r o f ess i o nal a d v iso r s , su c h a s legal and t a x advi s ors.
- Fa c i l itate e f f e c ti v e r e po rting a n d c o m m uni c ati o n to cli e nts a nd o t he r i n t e re s t e d p arti es.
- Ov e rs e e all a c c o unt re c e i p ts a n d d isbu r se men t s .
- Ov e rsee and m o nit o r all a cc o unt a c ti v ity in c lu d ing the p r o ce s s o f tra ns f e r r ing fu n d s , sec ur i ti e s , and o t he r a s se t s .
- En s ure t h a t a pp r op r iate a n d relative a cc o unt doc u m e ntati o n is on fil e .
New Business Development :
Fiduciary Excellence :
Support Greenleaf Trust Team Members :
Continuing Education :
Partici p ate in c o nt i nuing e d u c ati o n oppo rtuniti e s in es ta t e p lan n ing, t a x , a nd IRA ar e as to remain c ur r e nt with n e w d eve l op men t s in t h e ind u s tr y .
M I N IMUM EDUC A TI O N / EXPERI E N CE R E Q UI R ED
PHYSIC A L R E Q UI R E M E N TS
W ORK E N V IR O N M E N T
Pr o f ess i o nal, w e l l -ma i n t ain e d o ffi c e e n v i ro nme n t w ith am p le ligh t ing a n d ve ntilati o n.
OT H ER
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Trust Officer • Greenville, DE, USA
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