Greenleaf Trust · 2 months ago
Senior Trust Relationship Officer
Traverse City, MI
Full-time
Onsite
Senior Level
5+ years expGreenleaf Trust is dedicated to providing comprehensive wealth management services, trust administration, and retirement plan services. The Senior Trust Relationship Officer will manage client relationships, ensuring proactive communication and personalized wealth management strategies while also generating new business opportunities and acting in a fiduciary capacity.
FinanceFinancial ServicesWealth Management
Responsibilities
Responsible for proactive client contact providing “high touch” communication and service to clients
Help clients define their needs, goals, and objectives
Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client’s near-term goals and ultimate legacy plan objectives
Develop and maintain a basis of knowledge in key areas of trust and estate planning, investment management, retirement planning, and tax planning
Educate clients and trust beneficiaries on the terms and requirements of the trust
Solve problems for clients using resources of the entire Greenleaf team
Coordinate with client’s other professional advisors, such as legal and tax advisors
Facilitate effective reporting and communication to clients and other interested parties
Oversee all account receipts and disbursements
Oversight and monitoring of all account activity including the process of transferring funds, securities, and other assets
Ensure that appropriate and relative account documentation is on file
Generate new opportunities across lines of business through direct contact with existing clients, prospects and referral sources
Actively participate in sales team meetings and event-driven marketing activities
Promote bank trust services and assist new clients with establishment of new trust accounts
Provide continuous support to new clients throughout the account transfer process
Make presentations to groups explaining the function of Greenleaf’s Personal Trust Division and the potential financial and tax advantages to be gained by the use of various types of trusts or other wealth management strategies
Provide technical, administrative, and creative support on programming metrics and analysis of skills needed to increase employability and longevity
Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents
Directs collection of income or proceeds from sales of assets and deposits them in trust accounts
Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust
Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries
Directs liquidation of liabilities, payment of debts, and disbursement of funds according to the needs of the beneficiaries and conditions of the trust document with approval from the Trust Committee
Hire appraisers, as needed, to determine the value of assets and appropriate method for sale of properties if this is determined to be in the best interest of the beneficiaries
Provides financial accountings for grantors, beneficiaries, executors, and/or court as required according to particular circumstances of trust agreement
Supervises the process of preparation, filing, and payment of state and federal income tax returns for the trust. Including review and signing of 1041 returns and review of other filings
Provide expertise and back-up to other team members regarding trust/estate planning, tax, IRA and other issues
Work closely with Client Centric Team members to support client needs
Assist with seminar content development in areas of expertise
Track client communications in CRM system
Provide appropriate reporting to Executive Leadership Team and/or Trust Committee
Actively participate in assigned workgroup(s) for various projects
Participate in continuing education opportunities in estate planning, tax, and IRA areas to remain current with new developments in the industry
Employees are required to comply with all information and physical security policies and procedures
Qualification
Required
Bachelor's Degree and a minimum of 5 years of experience in estate planning, trust administration, and customer service, or equivalent education and experience
Experience with client support/ wealth management/trust administration
Sales experience in a service-related field
Company
Greenleaf Trust
Greenleaf Trust provides holistic perspectives and solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2011-12-10Equity Crowdfunding
Leadership Team
M
Michael F. Odar
CEO and President
Recent News
GlobeNewswire
2026-01-16
DBusiness Magazine
2024-04-06
2024-04-06
Company data provided by crunchbase