Senior Fiduciary Advisor — Relationship & Wealth Management

Busey Bank; Glenview (IL); On-site; USD 104,000 - 128,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Flexible spending accounts

Paid time off

Job summary

A financial services company in Glenview, IL is seeking a Fiduciary Advisor responsible for managing fiduciary accounts and ensuring compliance with governing documents. The role involves proactive communication with clients, administering accounts, and extensive relationship management. A bachelor's degree or equivalent experience in fiduciary administration is required, alongside excellent communication and analytical skills. The position offers a competitive salary ranging from $104,000 to $128,000 annually and a comprehensive benefits package including 401(k) and health insurance.

Qualifications

• Experience administering fiduciary accounts is essential.
• Minimum of 10 hours of annual continuing education related to responsibilities.
• Understanding of wealth management services including trust administration.

Responsibilities

• Act as the primary relationship manager for clients.
• Ensure compliance with legal requirements and client service standards.
• Coordinate presentations and reviews of discretionary distributions.

Skills

Strong oral and written communication skills

Strong sales and client service skills

Ability to develop and manage client relationships

Ability to respond timely to client needs

Analytical skills for numerical data

Education

Bachelor's degree or commensurate experience with fiduciary administration

Tools

Trust Accounting systems

Microsoft Office Suite

Job description

A financial services company in Glenview, IL is seeking a Fiduciary Advisor responsible for managing fiduciary accounts and ensuring compliance with governing documents. The role involves proactive communication with clients, administering accounts, and extensive relationship management. A bachelor's degree or equivalent experience in fiduciary administration is required, alongside excellent communication and analytical skills. The position offers a competitive salary ranging from $104,000 to $128,000 annually and a comprehensive benefits package including 401(k) and health insurance.