Description

Summary:

The Premier Trust Advisor II is responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts, estates and agencies.

Duties & Responsibilities:

Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships. Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship. Responsible for retaining existing customers and identifying relationships appropriate for partnership with the Workout Group. Works to maintain strong relationships with centers of influence including attorneys, accountants, insurance agents, and financial planners. May be appointed to serve on internal trust committees as assigned by management.Builds strong relationships across all business segments.Other duties as assigned.

Basic Qualifications:

Bachelors Degree3-5 yrs of related experience

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

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