Job Details
SHR Talent is partnering with a leading independent trust company located in Nashville, TN in its search for a dynamic Senior Trust Associate to join their esteemed team. As a pivotal member of the organization, the Senior Trust Associate will spearhead the management of trust accounts, nurturing client connections, and maintaining rigorous adherence to regulatory guidelines.
An ideal candidate for the Senior Trust Associate role will possess excellent communication and interpersonal skills with the ability to effectively engage with clients and colleagues at all levels, strong attention to detail, analytical prowess, and proficiency in financial software and tools, and a dedication to upholding ethical standards, confidentiality, and integrity in all aspects of work.
Responsibilities:
- Oversee the administration of trust accounts, including asset management, distributions, and account reviews
- Cultivate and nurture strong, lasting relationships with clients, serving as a trusted advisor and resource for their financial needs
- Collaborate closely with internal teams, ensuring seamless coordination and execution of client strategies
- Stay abreast of industry trends, regulatory changes, and best practices to uphold compliance standards and optimize client outcomes
- Provide exceptional service and support to clients, promptly addressing inquiries, concerns, and requests with professionalism and expertise
Qualifications:
- Bachelor's degree in Finance, Business Administration, or related field
- Advanced certification such as Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP), preferred
- Proven experience in trust administration, with a minimum of 5 years in a similar role
- Comprehensive knowledge of fiduciary principles, investment strategies, and estate planning techniques
Joining this esteemed organization offers not only the opportunity for professional growth and development but also the chance to be part of a collaborative team dedicated to excellence in trust services. If you are a seasoned trust professional ready to take the next step in your career, we invite you to apply today for the Senior Trust Associate opportunity!