Description
The Trust Advisor is a fiduciary professional responsible for administering fiduciary and investment accounts, providing estate, wealth-transfer, and risk-planning advice, managing high-net-worth client relationships, growing the book of business, and ensuring compliance with bank policies and applicable laws. The role requires knowledge of trusts and estate administration, estate and trust document review, MS Office, business development, analytical and communication skills, and the ability to adapt to regulatory and technological changes. The stated compensation range is $105,000 to $135,000, with eligibility for the Trust Sales Incentive Plan.
