Head of Trust Administration - Minneapolis, Minnesota United States - 42976

This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.

JOB DESCRIPTION

Job #: 42976
Title: Head of Trust Administration
Job Location: Minneapolis, Minnesota - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


This is a key leadership opportunity to build and direct the Trust Administration team.

JOB DESCRIPTION

Established Wealth Management Firm seeks Head of Trust Administration to manage and oversee a growing team of Trust Administrators, and Associates in Minneapolis, MN.

 

This is a key leadership opportunity to build and direct the Trust Administration team. Candidate will be responsible for leading, training and managing team of 5+ individuals.

 

 

  • Ensure administration of trust accounts and serve as in-house resource on trust administration
  • Build and coach team of trust administration professionals
  • Communicate effectively regarding clients’ estate plans and assist with onboarding process for new clients                   
  • Manage book of client relationships and drive initiatives to expand personal trust business
  • Oversee trust administration and compliance process, review trust documents, point out issues, provide guidance to client teams dealing with fiduciary matters

 

QUALIFICATIONS

The ideal candidate will have 7+ years’ trust and fiduciary experience with 3 years in a managerial role

Education:
University - Bachelor's Degree/3-4 Year Degree