Vice President, Trust Administration
Share
Job Location:
Newport Beach, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
The expansion of a financial services company has created an opening for a VP Trust Administration. This role is responsible for administering complex trust and investment management account relationships.
Responsibilities:
- Responsible for the administration of customer trust accounts and providing superior service by exceeding clients expectations while understanding and complying with policies procedures governmental regulations and individual trust agreements.
- Collaborate with Trust Counsel Trust Tax and various lines of business committees (Trust New Business Discretionary Oversight) and other internal departments in order to ensure proper documentation and administration decisions.
- Work with outside attorneys co-trustees accountants and other professionals to effectively administer trust accounts in accordance with the terms of each accounts governing document.
- Maintain appropriate contact with customers through mailings telephone calls correspondence and client meetings.
- Develop and maintain an expertise in a specific area of personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services.
- Monitor client base for opportunities to leverage existing relationships.
Requirements:
- Bachelors Degree required
- Extensive knowledge of the financial services industry wealth management products and team selling
- Professional Certifications and/or Advanced Degrees preferred: JD CPA CFA CTFA
- 8 years of trust administration experience
- An extensive network of local centers of influence
- Excellent written/oral/presentation skills
- Excellent client advisory skills
This onsite opportunity in the Orange County area offers a base salary of up to $285k. Reach out to to learn more.
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
We're an Executive Search and Recruitment Agency based in Los Angeles. We work with: Private Equity, Technology, NonProfits, Healthcare, Public Accounting, Entertainment, Manufacturing, Consumer Product Goods/Services, Legal, Financial Services and more. Over 10 years of recruiter exp ... View more
