What's This Job All About?

The Trust Relationship Associate will assist with the administration of client relationships, performing various activities relative to Greenleaf Trust's role as trustee, agent and/or custodian and coordinate the efforts and workflow of the Client Centric Team while providing comprehensive, pro-active service to clients and co-workers.

What You'll Be Doing

Client Care:

• Assist various Senior Trust Relationship Officers with the administration of agency/retirement/trust accounts
• Become an expert with eMoney and use the platform to build-out visual depictions of client estate plans as well as gathering client facts within eMoney (beneficiary designations, ownership details, cost basis, real estate taxes, insurance premiums, etc.)
• Assist with the preparation of new wealth management plans and work with clients to understand the terms of the estate plans
• Assist with the preparation of client meeting materials and assembly
• Under the direction of a Senior Trust Relationship Officer:
  • Provide proactive, high-touch client service
  • Help clients define their needs, goals and
  • Plan and coordinate with outside advisors on client's behalf

Support Greenleaf Team Members:

• Provide expertise and back-up to other team members
• Work closely with Client Centric Team members to support client needs
• Track client communications in CRM system
• Assist with seminar content development in areas of expertise

• Provide continuous support to new clients throughout the account transfer process under the direction of Senior Trust Relationship Officers

Fiduciary Excellence:

• Under the direction of a Senior Trust Relationship Officer:

• Responsible for communication, disbursements and other tasks on assigned accounts Serve as back-up administrator on select irrevocable accounts
• Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing documents
• Attend all trainings required of TRO's and TSC's
• Develop and maintain basis of knowledge in key areas of estate planning, investment management, retirement planning and tax planning
• Ensure appropriate account documentation is on file
• Pursue CTFA designation, as appropriate
• Attend Trust Committee and all other meetings as assigned

Purposeful Growth:

• Participate in sales/marketing meetings and assist marketing with execution of events
• Active community participation
• Generate new opportunities across lines of business through direct contact with existing clients, prospects and referral sources
• Promote bank trust services, and assist new clients with establishment of new trust accounts

Security Responsibilities

• Employees are required to comply with all information and physical security policies and procedures
• Recurring training on information and physical security policies will be provided throughout your period of employment. Participation in these trainings is required.
• Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

What You Need for this Position:

• Bachelors degree or higher and minimum 3 years experience in estate planning, trust administration, and customer service, or equivalent education and experience.
• Experience with client support/wealth management/trust administration