Manager Trust Administration

Mutual of Omaha   •  

Scottsdale, AZ

Industry: Accounting, Finance & Insurance

  •  

8 - 10 years

Posted 34 days ago

Essential Job Functions:

  • Oversee staff, establish and monitor performance management expectations.
  • Oversee the set-up of and administration of all trust accounts.
  • Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met.
  • Provides fiduciary oversight and answers moderately complex questions regarding trust taxability, documents interpretation and fiduciary risk management.
  • Reviews documents and approves discretionary distributions up to appropriate amount.
  • Confer with trust clients regarding the establishment, administration and operation of trust accounts in various states.
  • Works to retain/expand current relationships and cross sell Wealth Management and Bank products and services.
  • Responsible for overall results of team including, but not limited to, client service, fiduciary administration, liability management and team member development.
  • Able to develop and maintain an engaged and accountable workforce.
  • Able to develop and maintain a fair and equitable working environment.
  • Develop centers of influence with CPA's and Attorney's.
  • Some travel required in state and out of state.
  • Comply with all related Federal, State and industry laws and regulations pertaining to banking.
  • This position requires extensive or prolonged typing/keyboarding.
  • This position requires up to 33% travel, which may include flying and/or driving and some overnight stays.
  • This position requires sitting over 66% of the time.
  • This position requires Visual Acuity at 20 inches (or less) over 66% of the time.

Minimum Qualifications:

  • 10 years of fiduciary experience
  • Demonstrated ability to deliver exceptional client service
  • Strong knowledge of the trust business, fiduciary rules and regulations
  • Proven ability to coach and develop team members
  • Proven ability to exercise sound judgment and manage risk
  • Excellent interpersonal skills with the ability to develop and sustain effective relationships
  • Excellent communication skills, both verbal and written
  • Excellent organizational skills
  • Attention to detail with an analytical ability to solve problems
  • Ability to travel up to 10%

Preferred Qualifications:

  • Degree in business and/or accounting, finance, law
  • Certified Trust and Financial Advisor (CTFA).

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