Senior Trust & Fiduciary Advisor

Nuveen; Newark, Northern (DE, KY); Hybrid; USD 81,000 - 118,000; Full time

Job summary

Nuveen is seeking a Trust Administrator to serve as a subject matter expert on fiduciary matters, focusing on growth, retention and client satisfaction for high net-worth clients. You will interact with clients, agencies, advisors, and partners on laws and options concerning trusts and estate matters.

The role involves administering and growing Trust, Investment Agency and Custody accounts, participating in committees, and collaborating with Portfolio Managers and Wealth Advisors to deliver

Qualifications

• University degree required or equivalent.
• 5+ years of financial services experience required; 7+ years preferred.
• Work Career Level 8IC: 5+ years in financial services; 7+ years preferred; fiduciary administration focus.

Responsibilities

• Administers and grows Trust, Investment Agency and Custody accounts for high net-worth clients.
• Participates in management level committees.
• Deepens client relationships and expands product exposure.
• Analyzes and executes Trust accounts per legal instruments with fiduciary responsibilities.
• Communicates with clients and third-party service providers to ensure high client satisfaction and presents financial reports.
• Ensures accounts comply with legal, regulatory, and internal fiduciary procedures.
• Develops partnerships with Portfolio Managers and Wealth Management Advisors.
• Advises clients on trust matters considering complexity, distance and accessibility.
• Assists with new processes to improve efficiency of fiduciary administration.

Skills

Client Relationship Management

Commercial Mindset

Consultative Communication

Ethical Conduct

Executive Presence

Investment Strategy Acumen

Legal Acumen

Portfolio Management

Tax

Technical Writing

Trusts

Education

University degree

Job description

Nuveen is seeking a Trust Administrator to serve as a subject matter expert on fiduciary matters, focusing on growth, retention and client satisfaction for high net-worth clients. You will interact with clients, agencies, advisors, and partners on laws and options concerning trusts and estate matters.

The role involves administering and growing Trust, Investment Agency and Custody accounts, participating in committees, and collaborating with Portfolio Managers and Wealth Advisors to deliver