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GENERAL SUMMARY:
The Senior Wealth Management Officer directs and coordinates activities relative to administering investment management accounts, creating and administering personal trusts, court-ordered guardianships, and other fiduciary accounts in accordance with the terms of the trusts, wills, court orders, or other governing documents. Acts as an advocate for clients by facilitating all of their financial dealings throughout the Bank. Consults with attorneys in the process of preparing and drafting wills and other legal documents in which the Bank is to be named Executor, Trustee, Guardian, or the like to ensure that the terms, details, and conditions of such documents are acceptable to the Bank from a risk management perspective. Works closely with investment officers to ensure that account assets are invested appropriately in accordance with the terms of their governing instruments and the clients’ objectives, taking into consideration tax implications and risk tolerance levels. Provides advice to clients and Bank business partners regarding a full range of wealth management and fiduciary issues. Works closely with the Director of Financial Planning on the delivery of financial planning services, solutions, and products to Trust and Asset Management clients and prospects.
Trust Administration
New Business Acquisition
Investments
Operations
Compliance
Business Development
Team Collaboration
EDUCATION, CERTIFICATIONS: (Minimum education required to perform the duties of this position):
KNOWLEDGE, SKILLS & ABILITIES:
COMPETENCIES:
WORKING RELATIONSHIPS/CONTACTS: (Positions with which incumbent has most frequent contact)
Full Time
$104k-138k (estimate)
03/01/2024
05/22/2024
capecodvoice.com
Orleans, MA
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