Trust Advisor III

Review and administer a portfolio of complex fiduciary accounts in accordance with governing documents, ensuring each account operates effectively. Manage client relationships by fully understanding their needs, maintaining regular contact, and proactively driving asset re-discovery while delivering an excellent overall experience. Profile clients to establish goals, objectives, and risk parameters, and ensure compliance with all laws, regulations, and internal policies by tracking updates and documenting exceptions. Lead and mentor other account administrators, providing guidance and support to ensure effective team collaboration and achievement of departmental goals.