Candidate Profile #418302

Tennessee – Knoxville Area – Sr. Trust Officer

• Years of Related Experience: 19
• Minimum Salary: $100K 
• Work Area:  Knoxville, Tennessee
• Experience:
  • Manages a $150MM personal trust portfolio.
  • Trust Regulations and Compliance expert with excellent communication skills.
  • Supervised three FTE employees and managed the production of paralegals and associate attorneys.
  • Implemented strategic asset allocation strategies to optimize client investment portfolios.
  • Managed wealth for high-net-worth individuals by providing personalized financial advice and solutions.
  • Created detailed financial plans to help clients reach their long-term goals and objectives.
  • Administered trusts under legal guidelines in beneficiaries’ best interests.
  • Cultivate strong client relationships through clear communication and proactive service.
  • Facilitate estate planning discussions and collaborate with legal professionals to ensure client wishes are met.
  • Expertise in Account Reconciliation, Appeals, Asset Management, Documentation, Estate & Gift Tax Planning, Estate Law, Estate Planning, Income Tax, Internal Audit, Judicial, Litigating, Paralegal Reconciling, Tax Return Preparation, Trust Management, Will and Estate Law.
  • CTFA Certification.
  • Proficient in Accounting Software.
• Education:  Juris Doctorate Degree, Bachelor’s Degree.
• Reference #:  418302
• Send Candidate’s Resume:  Click Here