Trust Advisor

Trust Advisor

Overview:

Join our client’s dedicated Fiduciary Services team as a Trust Advisor, where your expertise will support the Trustees and Clients of a reputable trust firm. This integral role offers the opportunity to manage complex trust and estate administration functions, working in a dynamic environment that values integrity, discretion, and client-focused solutions. With a blend of collaborative teamwork and independent responsibilities, you’ll contribute to delivering tailored fiduciary advice, ensuring the highest standards of service and compliance in a fast-paced setting.

Compensation:

$180,000 - $220,000 annually (depending on experience and qualifications)

Responsibilities:

• Analyze and interpret probate, fiduciary, estate planning, and retirement plan documents to tailor solutions to client needs
• Examine and assess draft and finalized trust agreements, ensuring compliance and accuracy
• Maintain ongoing communication with clients, attorneys, tax professionals, and advisors to coordinate trust and estate activities
• Lead and mentor team members by sharing expertise to improve processes and training initiatives
• Oversee the administration of new and existing accounts, including onboarding, distributions, terminations, and handling matters related to death, gifts, and GST, along with preparing gift tax returns
• Supervise projects and tasks assigned by the Chief Fiduciary Officer, collaborating effectively with Trustees and team members
• Partner with Client Relationship Administration to uphold a consistent client service approach, adhering to company policies and procedures
• Address procedural and administrative challenges related to accounts by working closely with colleagues
• Contribute to Fiduciary Services Committees and participate in initiatives aimed at improving operational efficiency
• Support colleagues by providing backup coverage and ensuring coverage during absences
• Manage multiple projects concurrently, prioritizing tasks with sound judgment and organizational skills
• Develop proficiency in various technological tools and database systems used in trust administration
• Collaborate across departments to fulfill client and Trustee requests effectively
• Perform additional duties as assigned by the Chief Fiduciary Officer

Requirements:

• Minimum of 7 years of trust administration experience
• Bachelor’s Degree or higher in a related field
• Certification as a Trust and Fiduciary Advisor or a commitment to obtain the credential
• Advanced proficiency in MS Excel, Word, and key financial management systems (e.g., Sungard’s AddVantage, ProFx, estate planning tools)
• Proven success in delivering personalized client service in a professional environment
• Ability to handle sensitive and confidential information with mature judgment and professionalism
• Self-motivated with the capacity to work independently and complete loosely defined tasks efficiently
• Strong attention to detail, follow-up skills, and disciplined work habits
• Excellent verbal, written, analytical, and editing skills
• Willingness to learn and adapt to new tools and concepts within a complex environment
• Demonstrates a proactive attitude and sense of responsibility to meet deadlines and uphold quality standards

Our Commitment to Inclusion & Belonging

The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.