Approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc
Review Court Accountings and file with the appropriate Court or Court Referee.
Monitor the yearly gift from the client to insurance trusts for payment of premiums. Revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions.
Develop relationships with clients through frequent contact via telephone, email, or in writing.
Provide leadership, workflow oversight, and day-to-day supervision of Trust Officers and administration personnel in remote offices, ensuring consistent trust administration practices and adherence to policies and procedures.
What You'll Bring
Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions.
Ability to assess liability and react appropriately and promptly.
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Ability to lead a group of professional level employees. Ability to inspire and motivate others to perform at their best.
Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 30%.
Education & Experience
Minimum Required: Bachelor's Degree in Business
Minimum Required: 10+ years' experience in Personal Trust Administration or Estate Planning
Licenses & Credentials
Minimum Required: CTFA or CFP
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.
