Trust & Wealth Advisor

Superior-National-Bank; Hancock Township (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

Superior National Bank seeks an organized Trust & Wealth Management professional to assist clients with trust and estate administration and to promote long-lasting client relationships in Hancock. You will review accounts, manage cash categorization, tax reporting, and coordinate with the Trust Investment Officer on asset allocation.

The role requires a Bachelor’s degree in business or finance, 3+ years in trust/banking, and a self-motivated, detail-oriented mindset to pursue new business

Qualifications

• Bachelor's degree in business, finance, or related field or equivalent experience required.
• CTFA and/or CFP® preferred but not required.
• Three or more years of experience in a Trust & Wealth Management or banking environment preferred.
• Motivated self-starter with strong organizational and project management skills and the ability to work independently and set priorities.

Responsibilities

• Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.
• Review and analyze new account documents.
• Regular review of all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting, and all other aspects of each account.
• Resolve tax and other account issues.
• Anticipate client needs and advise accordingly.
• Monitor fee schedules to ensure that fees charged are in compliance with governing documents.
• Interact with clients in defining goals and objectives, working with the Trust Investment Officer to establish asset allocation and approve portfolio changes in complex situations.
• Meet with clients via telephone, virtually or in-person, as required.
• Proactively seek new Trust & Wealth Management business opportunities.
• Promote additional business, generate client referrals, and deepen relationships with clients, prospects, and centers of influence.

Education

Bachelor's degree in business, finance, or related field or equivalent experience

CTFA and/or CFP® preferred but not required

Job description

Superior National Bank seeks an organized Trust & Wealth Management professional to assist clients with trust and estate administration and to promote long-lasting client relationships in Hancock. You will review accounts, manage cash categorization, tax reporting, and coordinate with the Trust Investment Officer on asset allocation.

The role requires a Bachelor’s degree in business or finance, 3+ years in trust/banking, and a self-motivated, detail-oriented mindset to pursue new business