Fiduciary Consultant

Essential Duties and Responsibilities:

• Responsible for assisting the Chief Fiduciary Officer in providing early intervention on fiduciary problems and risk matters relating to the administration of fiduciary accounts.

• Working directly with the Chairperson of PAC to coordinate the review of new business opportunities and work with the necessary parties to resolve account opening contingencies by gathering the necessary documentation, creating and reviewing legal documents, and working with trust consultants to develop alternate strategies to resolve contingencies.

• Provides interpretation of trust documents.

• Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.

• Reviews progress of assignments with senior management.

• May plan, assign, monitor and manage the work of others.

• May coach and mentor subordinates.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• General fiduciary law and principals.

• Trust and welfare transfer techniques.

• Federal and state regulation pertaining to fiduciaries.

• IRS Gift and Estate Tax Code laws, Uniform Principal and Income Act (UPAIA), and general Trust Laws, rules and regulations.

• Advanced concepts, practices and procedures of income tax planning and preparation process.

• Advanced concepts, principles and practices of personal trust administration process.

• Fundamental investment concepts, practices and procedures used in the securities industry.

• Principles of banking and finance and securities industry operations.

• Financial markets, products, financial advisory function and investment process.

• Broad knowledge of Finance and Accounting.

• Management principals.

Skill in:

• Excellent interpersonal and leadership skills to provide a high level of customer service.

• Cultivating and maintaining effective working relationships at all levels of the organization.

• Outstanding oral and written communication skills.

• Demonstrate uncompromising adherence to ethical principles.

• Operating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.

Ability to:

• Function in a professional office environment. 

• Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.

• Provide efficient service to internal and external clients.

• Partner with other functional areas to accomplish objectives.

• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

• Attend to detail while maintaining a big picture orientation.

• Gather information, identify linkages and trends and apply findings to assignments.

• Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.

• Interpret and apply policies and identify and recommend changes as appropriate.

• Work independently, make non-routine decisions and resolve complex problems.

• Communicate effectively, both orally and in writing, with all organizational levels, including senior management.

• Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.

• Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.

Educational/Previous Experience Requirements:

•  J.D. required and a minimum of three (3) years of experience with personal trust accounts in an advisory capacity and/or legal firm experience in Trust/Estates planning practice area.

~or~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• License to practice in at least one U.S. jurisdiction.