Fiduciary Partners Trust Company · 1 month ago
Assistant Vice President - Personal Trust Administration - Appleton
Appleton, WI
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expFiduciary Partners Trust Company is an independent trust services company that values collaboration and integrity. The AVP of Personal Trust Administration will manage complex personal trust accounts, serving as the primary contact for clients and their advisors while ensuring compliance and providing mentorship to junior staff.
AdviceConsultingFinancial Services
Responsibilities
Representing Fiduciary Partners with professionalism, confidentiality, and friendliness
Acting as the primary contact person for assigned accounts, to include direct contact with clients and advisors
Handling a full range of administrative activities including:
Administering accounts in accordance with the governing instruments and legal and regulatory framework
Opening new accounts (gathering assets; creating synoptic records)
Paying bills, reviewing transactions and outside investment manager statements
Working with trust operations and our trust accounting system
Analyzing trust documents, investment advisor agreements, understanding and applying internal policies and procedures, performing account reviews
Assisting with companywide projects and committees as assigned
Contributing to compliance oversight and client retention, along with developing new trust relationships with clients and professional advisors
Providing mentorship to junior staff in the areas of trust administration, business professionalism, and professional office etiquette
Qualification
Required
Bachelor's degree (in relevant field) or equivalent work experience is required
8+ years in a Trust Administration Officer or related role
Ability to effectively work independently and as part of a team of professionals to provide outstanding personal trust service
Excellent communication, professionalism, and interpersonal skills
High attention to administrative details, documentation, and procedures
Ability to multi-task, with strong organizational and presentation skills
Self-starter, highly motivated, needs minimal supervision
Assertiveness, strong sense of responsibility and ownership
Experience in high compliance environments, with confidential information
Working knowledge of financial services and investment concepts
Skilled with all Microsoft Office programs including, but not limited to Word and Excel
Preferred
advanced degree or professional certification (CTFA, JD, MBA, CPA, CFP) preferred
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Paid time off
Professional development assistance
Vision insurance
Company
Fiduciary Partners Trust Company
Fiduciary Partners Trust Company provides independent trust services to over 1,400 clients in Wisconsin, Illinois, and other states.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Amber Baumgartner
Vice President Operations at Fiduciary Partners Trust Company
Company data provided by crunchbase