Trust Operations Team Supervisor jobs in Boca Raton, FL

The Relationship Manager role is an exciting opportunity at Coral Gables Trust to join a collaborative team of dedicated professionals servicing clients on our Trust Administrative team. The Relationship Manager is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.

The Relationship Manager works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate, and Insurance Advisory.

Responsibilities

Client Service

• Managing account base of trust and wealth management clients with a thorough understanding of client’s needs and goals by communicating with clients and ensuring their objectives are met and having in-depth knowledge of their governing documents and agreements.
• Communicate with clients and their advisors regularly. Provide timely and thorough response.
• Attend client meetings, document issues discussed, and coordinate follow up.
• Oversee preparation of client meeting materials. Create custom reports proactively and as requested.
• Document client information and communications in CGT’s CRM, Wealthbox.

Trust Administration

• Oversee account opening and closing procedures and review related documents.
• Oversee account transactions and reporting.
• Review and be comfortable with client wills, trusts and governing documents and their application to client account administration. Establish necessary automated reminders and follow through.
• Coordinate with fiduciary counsel as needed to ensure administration is in accordance with governing documents.
• Prepare Annual Relationship Reviews and assure that all accounts comply with all regulatory requirements.
• Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.
• Coordinate annual unitrust payments and private foundation grant payments with tax department.
• Process gifts to charity and family. Prepare and send Crummey letters as appropriate.
• Coordinate with tax clients outside tax preparers on reporting gifts to, and use of GST exemption on gift tax returns for, irrevocable trusts.
• Other duties and responsibilities as assigned by the Chief Trust Officer.

Qualifications

• Bachelors degree in a relevant field and ideally six or more of related business experience. Masters, JD preferred.
• Excellent writing and presentation skills.
• In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required.
• Demonstrated leadership and teamwork qualities.
• Ability to organize, complete multiple tasks within deadlines and complete accuracy.
• CTFA, CFP or CFA is a plus.
• Ideally, proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce, Wealthbox, Redtail.

Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.

Job Type: Full-time

Pay: From $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Ability to Relocate:

• West Palm Beach, FL 33401: Relocate before starting work (Required)

Work Location: In person