Trust Officer Team Lead VP at Advisorgroup

Administer accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remaindermen.
Contact or correspond with individuals, agencies, and organizations that have an interest in any aspect of an account.
Coordinate, review the preparation and filing of federal and state tax returns for trusts.
Submit discretionary requests, both investments and distributions, for committee approval.
Pay trust expenses and maintain client data.
Consult with client's attorney from administrative perspective on drafting legal documents specifying details, conditions, and duration of trust.
Initiate and/or assist in the marshalling and funding of new accounts.
Interact frequently with co-workers, peers, and functional managers.
Answers telephone and potential corresponding questions and directs callers to proper personnel.
Comply with all applicable company policies, state laws and federal laws and regulations.
Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer.
Participate in required annual BSA/AML/OFAC and Compliance training.
Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values; benefits the company through outside activities.
Education Requirements:
Bachelor's degree preferred, high school diploma (or equivalent) in combination with six or more years of related experience or equivalent will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Basic Requirements:
Advanced knowledge of related state trust compliance regulations, and other trust operational policies.
Advanced knowledge of trust policies and procedures, and trust products and services.
Must be proficient in utilizing various software packages including Microsoft Office, Outlook, Power Point and Excel.
Previous experience with leading teams and knowledge of human resources laws and policies.
Ability to provide leadership, supervision and training for department using positive supervisory techniques to ensure maximum productivity; demonstrated ability in delegation skills.
Advanced oral, written, and interpersonal communication skills, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Advanced organizational and time management skills.
Ability to work with no supervision while performing duties.
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Trust Officer Team Lead VP

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Company Intel

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