Wealth & Trust Relationship Executive

Kennebec Savings Bank; Augusta (ME); On-site; USD 70,000 - 100,000; Full time

Job summary

Kennebec Savings Bank in Augusta, ME is seeking an experienced Trust Assistant to proactively serve investment and trust clients. The role involves administration of investment and trust programs, developing new trust business, and cross-selling bank products and services while upholding fiduciary standards.

You will manage a book of accounts, meet with clients to determine objectives, coordinate with the Trust Administrator and Investment Team, and assist with estate and financial planning.

Qualifications

• 5+ years in Investment Management or Trust administration.
• Familiarity with investments through education and/or experience.
• Financial planning experience desirable.
• Bachelor of Science with focus on finance or business preferred.

Responsibilities

• Provide account management to investment and trust clients.
• Meet with clients regularly to determine objectives, respond to questions, assist in problem resolution, and offer proactive advice.
• Act as liaison between clients and bank personnel to address account issues.
• Assist clients with personal and financial needs, including estate planning and financial planning.
• Monitor and review assigned accounts and coordinate with the Trust Administrator and Investment Team.

Skills

Client relations

Financial planning

Cross-selling

Communication skills

Tax coordination

Fiduciary knowledge

Education

Bachelor's degree in finance/business

Financial planning certification desirable

Job description

Kennebec Savings Bank in Augusta, ME is seeking an experienced Trust Assistant to proactively serve investment and trust clients. The role involves administration of investment and trust programs, developing new trust business, and cross-selling bank products and services while upholding fiduciary standards.

You will manage a book of accounts, meet with clients to determine objectives, coordinate with the Trust Administrator and Investment Team, and assist with estate and financial planning.