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Trust Administrator – Louisville, KY – 797

Who We Are

Bankers Recruiting Bankers – The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago.  Our nationally unique value proposition centers around providing the very best available banking talent to our valued clients…from a banker’s perspective.  In fact, most of our recruiters are former bankers themselves! We know banking and how to evaluate the very best banking talent available in the market.  Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client is seeking to fill a Trust Administrator role in the Louisville, KY market. The successful candidate will be responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management and/or custody accounts.

The position includes a generous salary and excellent benefits package.

Trust Administrator responsibilities include:

  • Assuring relationship profitability by monitoring service levels, fee revenue, and the assessment of additional fees for extraordinary services rendered.
  • Arranging and conducting client meetings and maintaining regular contact with clients in accordance with established standards of service.
  • Anticipating client needs, recognizing opportunities and recommending appropriate products and services based on those needs.
  • Interacting with bank partners and clients’ external advisors to promote ongoing communication.
  • Preparing and presenting discretionary distribution requests for the Personal Trust Administrative Committee when such requests exceed the discretion of the Trust Administrator as specified in applicable procedures.
  • Reviewing of fiduciary income tax returns for assigned accounts, preparation and distribution of necessary reports and information for outside accountants for income tax return preparation and coordination of resolution of issues with tax preparers.
  • Participating as an active member of any committee to which assigned.
  • Supervising and providing training for assigned Associates.
  • Conducting annual investment update meetings with Investment Officer.
  • Coordinating and ensuring timely meeting of all deadlines. Monitoring all account activity by reviewing and responding to daily transactions, cash and overdraft reports, ticklers.
  • Maintaining documentation of all client contacts including routine formal correspondence with client confirming discussions and action.
  • Performing all duties and functions in accordance with applicable policies and procedures.
  • Using judgment to allow or deny discretionary distribution requests in accordance with the terms of the trust and the discretion granted to the Trust Administrator as specified in applicable procedures.
  • Staying current with changes and trends in trust administration, investments and the trust and financial services industry. Participate in activities and projects that enhance the group.
  • Performing other and additional duties as required and/or assigned.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • Bachelor’s degree. Advanced degree or industry-specific designation preferred.
  • Eight or more years in trust administration, estate planning or related field.
  • High degree of technical knowledge as it relates to trust administration and the taxation of trusts.
  • Prior sales experience preferred. Must be able to establish, maintain and build client relationships.

The next step is yours.  Email us your current resume along with the position you are considering to:

resumes@symicorgroup.com

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