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Trust and Estates/Attorney/In House/Indianapolis, Indiana

Indianapolis IN Senior Trust Administrator The candidate will be responsible for providing administration of highly complex fiduciary, investment, and custody account relationships. Responsible for Personal Trust business unit s profitability and growth. Provides leadership, resolves problems, and motivates team in order to accomplish the business unit s profit plan. Utilizes the resources of the integrated suite of services to develop new and profitable private banking, trust, investment and brokerage business. The average relationship size typically is in the range of at least $3 million to $8 million or higher. Responsible for the management of assigned and individual customer s trust accounts within specific market segmentation in order to preserve the trust s assets, maximize their yield with safety of capital and/or fulfill other specific requirements as outlined in the trust agreement. Work with Trust Counsel, TRESA, and Trust Tax professions in order to assure proper documentation and administration decisions. Responsible for the profitability and growth of all assigned relationships in accordance with the Market strategy and overall Private Bank financial plan. Develop and maintain an expertise in a specific area of Personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services. Provide consistently superior service by exceeding client s expectations while understanding and complying with company policies and governmental regulations. Maintain appropriate contact with customers through mailings, telephone calls, correspondence, and client meetings. As part of Personal Trust team, responsible for achieving annual sales goal.

The candidate should have a Bachelor's degree. Professional Certifications and/or advanced degrees like J.D., CPA, CFA, CTFA preferred. Must have 7-12 years of job related experience. Should have expert knowledge of financial services industry, products, and team selling.
Legal 7 - 12 Full-time 2013-06-27
 
Trust and Estates/Attorney/In House/Indianapolis, Indiana
Refer job# PHHL30136
 
Senior Trust Administrator The candidate will be responsible for providing administration of highly complex fiduciary, investment, and custody account relationships. Responsible for Personal Trust business unit s profitability and growth. Provides leadership, resolves problems, and motivates team in order to accomplish the business unit s profit plan. Utilizes the resources of the integrated suite of services to develop new and profitable private banking, trust, investment and brokerage business. The average relationship size typically is in the range of at least $3 million to $8 million or higher. Responsible for the management of assigned and individual customer s trust accounts within specific market segmentation in order to preserve the trust s assets, maximize their yield with safety of capital and/or fulfill other specific requirements as outlined in the trust agreement. Work with Trust Counsel, TRESA, and Trust Tax professions in order to assure proper documentation and administration decisions. Responsible for the profitability and growth of all assigned relationships in accordance with the Market strategy and overall Private Bank financial plan. Develop and maintain an expertise in a specific area of Personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services. Provide consistently superior service by exceeding client s expectations while understanding and complying with company policies and governmental regulations. Maintain appropriate contact with customers through mailings, telephone calls, correspondence, and client meetings. As part of Personal Trust team, responsible for achieving annual sales goal.

The candidate should have a Bachelor's degree. Professional Certifications and/or advanced degrees like J.D., CPA, CFA, CTFA preferred. Must have 7-12 years of job related experience. Should have expert knowledge of financial services industry, products, and team selling.
 
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