Responsible for taking a leadership role in driving consistent execution of fiduciary management policies, procedures and practices across fiduciary book of accounts. Plans and organizes resources to ensure account-specific and systemic issues are identified and addressed consistently and in a timely manner. Maintains close relationships with business partner executives to assist senior leaders to balance business strategy with fiduciary management responsibilities and to ensure significant issues and trends are effectively communicated and acted upon.
Desired Quantifications:
- Requires a thorough knowledge of the business line's functional structure and products/services set. Working knowledge of fiduciary principles and their application to internal policies and procedures.
- Bachelor's Degree, J.D. Preferred
- Minimum 3-5 years trust/fiduciary background
- Strong verbal & written presentation skills, including all Microsoft Office software
- Ability to interface with all levels of the business
- Proven ability to meet organizational objectives
- Ability to leverage resources across the organization, driving collaboration and cooperation in order to achieve results
Skills:
- Attention to Detail
- Issue Management
- Policies, Procedures, and Guidelines Management
- Advisory
- Collaboration
- Corporate Governance Management
- Critical Thinking
- Risk Management
- Interpret Relevant Laws, Rules, and Regulations
- Learning Delivery
- Research
- Written Communications
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)