Trust Advisor II
On-site · Richmond, Virginia, United States or Charlottesville, Virginia, United States
Job Summary
Provide fiduciary advice and solutions to high net worth clients as part of the wealth team; collaborate with the Wealth Advisor and Investment Manager to meet client goals; deliver financial planning guidance in areas including estate planning, estate administration, charitable/philanthropic initiatives, and risk solutions; interpret complex fiduciary documents and strategies; conduct client and prospect meetings to discuss trust and state administration, discretionary actions, modifications or terminations, and taxation; obtain client information and coordinate with internal teams to complete account administration tasks; adhere to internal policies and governance; develop a book of business with a focus on the $10M–$25M threshold; leverage a team approach to deliver proactive fiduciary guidance.
Required Qualifications
- Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
- 7 + years of fiduciary experience, with a focus on business development and relationship management
- Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns
- Proven analytical ability and detail orientation with ability to manage client and firm priorities
- Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software
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