• Administers trusts in accordance with statutes and regulations.

• Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties.

• Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.

• Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process.

• May participate as a voting member of the Administrative Committee.

• Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.

• Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.

• Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.

• May lead the work of others; coaches and mentors less experienced staff.

• Develops and maintains strong relationships across all levels of the organization.

• Reviews progress of assignments with executive leadership/management.

• Performs other duties and responsibilities as assigned.

Knowledge of:

• Understanding of IRA regulations and Inherited IRA administration.

• Basic supervisory principals. ​

• Trust Code of Florida or other applicable states.

• Finance and Accounting.

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

• Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer personal trusts

• 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.

Skill in:

• Personal trust administration.

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

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

• Excellent public presentation skills.

• 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.

• Identify training needs and coach/ mentor more junior staff.

• 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.

• 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.

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