Assistant Vice President of Personal Trust Administration (Trust Officer) - Appleton, WI

At Fiduciary Partners Trust Company, we believe collaboration, mutual respect, teamwork, and integrity are the foundation of everything we do. We are an independent trust services company that collaborates with financial advisors, attorneys, and their clients. Our team provides clients, their families and professional advisors with exemplary customer service and peace of mind that comes from working with experts in trust administration and trust and estate settlement. At Fiduciary Partners, our partnerships begin with our internal team, and we continually strive to provide our employees with the knowledge, mentoring and training needed to succeed and grow within our company. Here you will find team members committed to working together to serve and support each other, our clients, and our community.

Position Summary

The AVP of Personal Trust Administration will represent Fiduciary Partners as a primary relationship manager. This position will administer a wide range of more complex personal trust accounts, having significant contact with clients and their advisors. This position is ideal for a trust officer with extensive personal trust (or equivalent) account administration experience.

The AVP of Personal Trust Administration’s responsibilities will include:

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

Along with personal trust account administration experience, an ideal candidate will have:

• Bachelor’s degree (in relevant field) or equivalent work experience is required; advanced degree or professional certification (CTFA, JD, MBA, CPA, CFP) preferred
• 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

Physical Requirements

• Ability to remain in a stationary (sitting) position for extended periods of time
• Ability to occasionally traverse the office and stand for moderate periods of time
• Ability to occasionally move and position materials weighing up to 25 pounds

Mental Demands

• The ability to make sound decisions, solve complex problems, and use logical thinking.
• The ability to remember processes, maintain focus, and accurately complete tasks with distractions or interruptions.
• The ability to effectively exchange accurate information both verbally and in writing with a variety of individuals.
• The ability to perform multiple duties simultaneously and meet deadlines, even under pressure.
• The ability to maintain a high level of organization, complete tasks with a high degree of accuracy, and exercise independent judgment with minimal management oversight.
• The ability to remain poised under all circumstances and work effectively in high-stress situations.

Work Environment

• Conventional office environment with a professional atmosphere where clear goals and high standards of performance are the norm. Team members work from private or semi-private offices or workstations, with access to modern amenities and equipment. Our leadership is transparent, and we are committed to providing a stable, ethical, and consistent workplace for all employees

Primary Location ~United States - Appleton, Wisconsin

Schedule ~ Full-time with Benefits (8:30AM – 5:00PM)

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• trust administration, banking or financial services: 8 years (Preferred)
• Estate Planning: 5 years (Preferred)

Work Location: In person