Trust Administrator Minneapolis MN

Trust Administrator

 

 

Job ID: Job-2707

location:       Minneapolis, MN

Jobtype:        Permanent

Rate:   $60K - $85K +bonus

 

Job Description

Administer client accounts in order to create, expand and service relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations.

 

Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Partners with professionals to identify and develop financial planning opportunities. May communicate directly with clients, bank Partners and Centers of Influence as well as external resources i.e. accountants, attorneys,  related to the client’s accounts as part of day to day administration. Analyzes trust/financial information, reacts accordingly and reprioritizes as appropriate. May act as mentor or team leader to provide work direction.

 

Basic Qualifications

5+ years financial, trust, or legal industry experience and equivalent education

Excellent communication skills both verbally and in writing to internal partners and external clients. Strong analytical and proactive problem solving skills, time management skills, organizational skills, and attention to detail. Strong interpersonal skills with the ability to create and sustain partnerships. Ability to work independently and make timely decisions that demonstrate sound rationale, experience and judgment. Strong PC proficiency.

 

Plusses

BA/BS in business preferred. Graduate degree: MBA or JD preferred. CTFA, CFP, CPA or similar industry designation. Experience working in a team environment. Experience leading a team or directing the daily work of others. Established knowledge of trust, fiduciary law, and federal regulations. Relationship management experience.

 

Email resume in Word to JeffAltman@TheBigGameHunter.us. Please include the job code for the position with your resume. NOTE: WE WILL ONLY RESPOND IF YOUR RESUME APPEARS TO FIT A ROLE

 

NO PAID RELOCATION. NO OVERSEAS RESUMES. NO 3RD PARTIES. Applicants for employment in the US must possess work authorization which does not require sponsorship from the employer for a visa.

 

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