Lead Trust Administrator

Oversees and develops a team of Sr. Trust Administrators specialized in administering trusts and estates, and other accounts in a capacity for our high net- worth clients; serves as subject matter expert on Agency and IRA matters and high net-worth client specific issues.
Assist with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of administration.
Fosters growth, retention, and client satisfaction of the Trust business in partnership with Wealth Advisors with a deep understanding of high net-worth clients’ needs and solutions.
Maintains and establishes policies and procedures to ensure the Trust company makes prudent decisions across the business, with respect to new business review, administration of accounts, and overall risk management for the division.
Monitors internal processes and risk metrics and ensures timely, accurate completion of all administrative reviews, control partner requests and data remediation.
Ensures all new business fits within the service set aligned to the proper channel and falls within established risk appetite.
Escalates key risk to ensure timely and effective resolution.
Supports design and execution of training offerings and participates in management level committees.
Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors, and participates in sales process and review of new business opportunities.