What's This Job All About?

The Trust Relationship Associate will assist with the administration of client relationships, performing various activities relative to Greenleaf Trust's role as trustee, agent and / or custodian and coordinate the efforts and workflow of the Client Centric Team while providing comprehensive, pro-active service to clients and co-workers.

What You'll Be Doing

Client Care :

• Assist various Senior Trust Relationship Officers with the administration of agency / retirement / trust accounts
• Become an expert with eMoney and use the platform to build-out visual depictions of client estate plans as well as gathering client facts within eMoney (beneficiary designations, ownership details, cost basis, real estate taxes, insurance premiums, etc.)
• Assist with the preparation of new wealth management plans and work with clients to understand the terms of the estate plans
• Assist with the preparation of client meeting materials and assembly
• Under the direction of a Senior Trust Relationship Officer :
• Provide proactive, high-touch client service
• Help clients define their needs, goals and
• Plan and coordinate with outside advisors on client's behalf

Support Greenleaf Team Members :

• Provide expertise and back-up to other team members
• Work closely with Client Centric Team members to support client needs
• Track client communications in CRM system
• Assist with seminar content development in areas of expertise
• Provide continuous support to new clients throughout the account transfer process under the direction of Senior Trust Relationship Officers

Fiduciary Excellence :

• Under the direction of a Senior Trust Relationship Officer :
• Responsible for communication, disbursements and other tasks on assigned accounts Serve as back-up administrator on select irrevocable accounts
• Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing documents
• Attend all trainings required of TRO's and TSC's
• Develop and maintain basis of knowledge in key areas of estate planning, investment management, retirement planning and tax planning
• Ensure appropriate account documentation is on file
• Pursue CTFA designation, as appropriate
• Attend Trust Committee and all other meetings as assigned

Purposeful Growth :

• Active community participation
• Generate new opportunities across lines of business through direct contact with existing clients, prospects and referral sources
• Promote bank trust services, and assist new clients with establishment of new trust accounts

Security Responsibilities

• Employees are required to comply with all information and physical security policies and procedures
• Recurring training on information and physical security policies will be provided throughout your period of employment.

Participation in these trainings is required.

Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

What You Need for this Position :

• Bachelors degree or higher and minimum 3 years experience in estate planning, trust administration, and customer service, or equivalent education and experience.
• Experience with client support / wealth management / trust administration

Last updated : 2024-04-26