Top Trust Executive jobs in Michigan

Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)

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Trust Relationship Associate - Kalamazoo
  • Greenleaf Trust
  • Kalamazoo, MI FULL_TIME
  • What's This Job All About?

    The Trust Relationship Associate will assist with the administration of client relationships, performing various activities relative to Greenleaf Trust's role as trustee, agent and/or custodian and coordinate the efforts and workflow of the Client Centric Team while providing comprehensive, pro-active service to clients and co-workers.

    What You'll Be Doing

    Client Care:

    • Assist various Senior Trust Relationship Officers with the administration of agency/retirement/trust accounts
    • Become an expert with eMoney and use the platform to build-out visual depictions of client estate plans as well as gathering client facts within eMoney (beneficiary designations, ownership details, cost basis, real estate taxes, insurance premiums, etc.)
    • Assist with the preparation of new wealth management plans and work with clients to understand the terms of the estate plans
    • Assist with the preparation of client meeting materials and assembly
    • Under the direction of a Senior Trust Relationship Officer:
      • Provide proactive, high-touch client service
      • Help clients define their needs, goals and
      • Plan and coordinate with outside advisors on client's behalf

    Support Greenleaf Team Members:

    • Provide expertise and back-up to other team members
    • Work closely with Client Centric Team members to support client needs
    • Track client communications in CRM system
    • Assist with seminar content development in areas of expertise
    • Provide continuous support to new clients throughout the account transfer process under the direction of Senior Trust Relationship Officers

    Fiduciary Excellence:

    • Under the direction of a Senior Trust Relationship Officer:
    • Responsible for communication, disbursements and other tasks on assigned accounts Serve as back-up administrator on select irrevocable accounts
    • Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing documents
    • Attend all trainings required of TRO's and TSC's
    • Develop and maintain basis of knowledge in key areas of estate planning, investment management, retirement planning and tax planning
    • Ensure appropriate account documentation is on file
    • Pursue CTFA designation, as appropriate
    • Attend Trust Committee and all other meetings as assigned

    Purposeful Growth:

    • Participate in sales/marketing meetings and assist marketing with execution of events
    • Active community participation
    • Generate new opportunities across lines of business through direct contact with existing clients, prospects and referral sources
    • Promote bank trust services, and assist new clients with establishment of new trust accounts

    Security Responsibilities

    • Employees are required to comply with all information and physical security policies and procedures
    • Recurring training on information and physical security policies will be provided throughout your period of employment. Participation in these trainings is required.
    • Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

    What You Need for this Position:

    • Bachelors degree or higher and minimum 3 years experience in estate planning, trust administration, and customer service, or equivalent education and experience.
    • Experience with client support/wealth management/trust administration
  • 20 Days Ago

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Trust Relationship Officer - Birmingham
  • Greenleaf Trust
  • Birmingham, MI FULL_TIME
  • What's This Job All About? The Trust Relationship Officer is responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. What You'll Be...
  • 23 Days Ago

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Trust Relationship Officer - Kalamazoo
  • Greenleaf Trust
  • Kalamazoo, MI FULL_TIME
  • What's This Job All About? The Trust Relationship Officer is responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. What You'll Be...
  • 3 Days Ago

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Operations Position - Top of the Park
  • Ann Arbor Summer Festival: Top of the Park
  • Ann Arbor, MI CONTRACTOR,TEMPORARY
  • **APPLY HERE: https://forms.gle/7rhSYVrzTwCmyKhY9 Season staff are integral to the success of Top of the Park and the positive patron experience. Staff members fulfill a wide range of operational duti...
  • 1 Month Ago

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Events and Bar Manager - Top of the Park
  • Ann Arbor Summer Festival: Top of the Park
  • Ann Arbor, MI CONTRACTOR,TEMPORARY
  • **To Apply: Please email your resume as a single page PDF to jobs@a2sf.org for consideration. Please introduce yourself, note any pertinent information, including schedule availability in the email bo...
  • 1 Month Ago

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Trust Coordinator
  • FIS
  • Detroit, MI FULL_TIME
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's DegreeJob DescriptionAre you curious, motivated, and forward-thinking? At FI...
  • 1 Month Ago

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Trust Administrator
  • Cypress HCM
  • Boston, MA
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 3/28/2024 12:00:00 AM

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Trust Officer
  • Balance Staffing Company
  • Fremont, CA
  • We have an immediate opening for a Senior Trust Officer in Fremont, CA. Position Overview Under the supervision of the V...
  • 3/27/2024 12:00:00 AM

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Trust Officer
  • Westport One
  • Mooresville, NC
  • Trust Officer My client is looking for an experienced trust officer that has administered trusts, worked directly with c...
  • 3/26/2024 12:00:00 AM

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Trust Administrative Officer
  • Sierra Executive Solutions Inc
  • Reno, NV
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
  • 3/26/2024 12:00:00 AM

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Trust Officer
  • Sepio Capital
  • Jackson, WY
  • Sepio Trust Company (“STC”), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced a...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • Bank of Clarke
  • Winchester, VA
  • Position Purpose Responsible for performing client service and administration for an assigned group of trust and investm...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • State Bank of Graymont
  • Pontiac, IL
  • Company Description State Bank of Graymont is a banking company based out of Graymont, IL with locations in Pontiac, Che...
  • 3/25/2024 12:00:00 AM

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Senior Trust Officer
  • San Pasqual Fiduciary Trust Company
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Senior Trust Of...
  • 3/24/2024 12:00:00 AM

Michigan consists of two peninsulas that lie between 82°30' to about 90°30' west longitude, and are separated by the Straits of Mackinac. The 45th parallel north runs through the state—marked by highway signs and the Polar-Equator Trail—along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two small areas that are drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$271,650 to $415,925

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