Riverview Bank
Overview
Summary: This role manages a book of mostly trust accounts, provides fiduciary guidance, trust administration services, and delivers exceptional client service. This role involves relationship management, trust administration, estate planning support, and coordination with internal and external professionals to ensure clients’ long term financial and estate planning goals are met. Job Details
The salary for this role will be between $90,000 and $145,000. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. The hired candidate may be eligible for healthcare benefits, 401K plan, short term & long term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards. Job Functions
Serve as primary contact for a portfolio of trust and estate accounts (or others as part of a larger relationship or specialization). Administer accounts in accordance with governing documents, applicable laws, and Riverview Trust Company and Riverview Bank policies. Coordinate with internal and external partners (e.g., investment officers, external legal team, tax professional, operations) to manage account activity and resolve client needs. Build and maintain strong relationships with clients, beneficiaries, attorneys, and other advisors or keep people within the client’s relationship team. Participate in client onboarding, including trust document review and account setup. Identify opportunities to expand relationships and promote trust and investment services. Monitor account performance in accordance with the IPS and investment team, conduct annual/all-encompassing relationship reviews, and ensure regulatory compliance and risk oversight is adhered to. Assist with estate settlements, trust administration and the interpretation of complex trust provisions as needed. Stay current on fiduciary laws, industry trends, and financial planning best practices. Experience and Education
3-5 related years of experience in trust administration, estate planning, or fiduciary services. Direct client relationship experience and history of expanding relationships, as well as experience with prospecting/looking for new opportunities to grow an existing book of business. Bachelor’s degree or the equivalent combination of education, training and experience OR an equivalent combination of education and experience. Cannon or ABA accreditations preferred (specifically CTFA or CFP). Knowledge, Skills, and Abilities
Solid understanding of trust law, estate planning concepts, and fiduciary responsibility. Demonstrated interpersonal, written, and verbal communication skills. High attention to detail and ability to manage multiple priorities. Client-focused mindset with a commitment to confidentiality and ethical conduct. Proficiency in trust accounting systems and Microsoft Office Suite. Physical Demands
While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to frequently use computer and office equipment, such as a computer, printer, and copier, as well as computer software such as Microsoft Office. This position also frequently requires being stationary at a workstation for long periods of time. The employee also needs to be able to adapt well in the face of workplace stressors such as customer service complaints and competing priorities of reasonable or high significance.
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Summary: This role manages a book of mostly trust accounts, provides fiduciary guidance, trust administration services, and delivers exceptional client service. This role involves relationship management, trust administration, estate planning support, and coordination with internal and external professionals to ensure clients’ long term financial and estate planning goals are met. Job Details
The salary for this role will be between $90,000 and $145,000. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. The hired candidate may be eligible for healthcare benefits, 401K plan, short term & long term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards. Job Functions
Serve as primary contact for a portfolio of trust and estate accounts (or others as part of a larger relationship or specialization). Administer accounts in accordance with governing documents, applicable laws, and Riverview Trust Company and Riverview Bank policies. Coordinate with internal and external partners (e.g., investment officers, external legal team, tax professional, operations) to manage account activity and resolve client needs. Build and maintain strong relationships with clients, beneficiaries, attorneys, and other advisors or keep people within the client’s relationship team. Participate in client onboarding, including trust document review and account setup. Identify opportunities to expand relationships and promote trust and investment services. Monitor account performance in accordance with the IPS and investment team, conduct annual/all-encompassing relationship reviews, and ensure regulatory compliance and risk oversight is adhered to. Assist with estate settlements, trust administration and the interpretation of complex trust provisions as needed. Stay current on fiduciary laws, industry trends, and financial planning best practices. Experience and Education
3-5 related years of experience in trust administration, estate planning, or fiduciary services. Direct client relationship experience and history of expanding relationships, as well as experience with prospecting/looking for new opportunities to grow an existing book of business. Bachelor’s degree or the equivalent combination of education, training and experience OR an equivalent combination of education and experience. Cannon or ABA accreditations preferred (specifically CTFA or CFP). Knowledge, Skills, and Abilities
Solid understanding of trust law, estate planning concepts, and fiduciary responsibility. Demonstrated interpersonal, written, and verbal communication skills. High attention to detail and ability to manage multiple priorities. Client-focused mindset with a commitment to confidentiality and ethical conduct. Proficiency in trust accounting systems and Microsoft Office Suite. Physical Demands
While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to frequently use computer and office equipment, such as a computer, printer, and copier, as well as computer software such as Microsoft Office. This position also frequently requires being stationary at a workstation for long periods of time. The employee also needs to be able to adapt well in the face of workplace stressors such as customer service complaints and competing priorities of reasonable or high significance.
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