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Private Wealth Advisor - Trust

Company: Finemark National Bank
Location: Scottsdale
Posted on: May 28, 2023

Job Description:

Position Summary: Manages and administers the Bank's more complex and sophisticated trust relationships to include estate settlement with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. No oversight from others in order to perform responsibilities.Essential Job Functions and Duties:Administers trust accounts in accordance with the governing instrument, federal and state laws, and FineMark's National Bank & Trust policies and proceduresMonitors and reviews account retentionManages others in trust areaDocuments client communications on contact management system and coordinates proactive communicationParticipates in and monitors financial planning processEnsures timely completion of Trust Account ReviewEnsures timely and accurate set-up of new accounts by account opening associateEnsures timely processing of discretionary distributionsFacilitates new business development Supports the development of existing relationshipsMaintains current knowledge of regulatory, fiduciary law, tax law and economic environmentRequired Education, Skills and Experience:Bachelor's degree with a minimum of ten 10+ years of experience as a trust administratorHandles complex and/or sophisticated relationshipsAbility to handle complex estate settlementsStrong analytical and mathematical skills requiredProfessional appearance an demeanor requiredExcellent written and oral communication skillsADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary.Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications

Keywords: Finemark National Bank, Scottsdale , Private Wealth Advisor - Trust, Other , Scottsdale, Arizona

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