Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
About Baker Boyer:
Baker Boyer is the oldest independently owned community bank in Washington. We are trusted financial advisors, serving the Walla Walla valley, Kennewick and Yakima communities, providing wealth management as well as personal and business banking services.
What We Offer:
About DS Baker Advisors:
This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. DS Baker Advisors takes a client centered approach in meeting their diverse, individualized, and often transforming needs. Should a multi-faceted financial relationship develop, DS Baker Advisors work together to meet the personal, business, investment, planning and legacy needs of the client.
About the Trust Advisor’s Role:
The primary role of the Trust Advisor is to develop, administer, and retain trust, investment agency, retirement, estate and guardianship and farm accounts. The Trust Advisor is the subject matter expert in specialized accounts (trust, estates, retirement, guardianships, farms), and provides expert knowledge as a part of a team of financial experts. Responsibilities include managing accounts to general trust policies, risk management, meeting distribution and regulatory requirements and maintaining sufficiency of documentation for each client relationship.
Key Responsibilities:
Expert Responsibilities
Development Responsibilities:
Team Responsibilities:
Education and Experience:
Graduation from a four-year college or university, preferably with a degree in finance, accounting, business, law or related field. Two years experience in the financial industry required. Five-plus years experience in the financial industry preferred. Experience and expertise to include knowledge in one or more areas of trust administration or asset management. Strong understanding of taxation and effects of taxes to trusts. Or any equivalent combination of education, experience, and training that provides the required knowledge and abilities to do the job. CFP or CTFA designations preferred.
Skills and Qualifications
Attributes/Expectations
Physical Demands/Conditions Requirements:
The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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