Brentwood, TN30+ days ago
Provide guidance regarding client service and sales support to Trust Officer, Business Development Officer, Other Forge team members, including actively participating in pre-call planning as needed; • Coordinate Trust Officers fiduciary and administrative services for approximately 70 - 100 client relationships; • Demonstrate sound decision-making skills, including balancing business risk with client interests; • Provide team members with timely, candid and constructive performance feedback; • Develop employees to their fullest potential by providing opportunities that challenge and enhance career growth; • Develop an appropriate talent pool to ensure adequate bench strength and succession planning; • Recognize and reward employees for accomplishments; • Ensure annual administrative account reviews are completed; • Ensure all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies and procedures; • Work closely with Trust Tax Accountants to ensure proper tax reporting; Essential Functions. Ensure Trust Officers: Serve as the clients' trusted advisor by developing a close, personal relationship with the clients and their families, anticipating clients' service needs; Administer trusts, often with discretionary income and principal payments distributed to appropriate parties while managing financial risk; Execute the terms of any documents in which Advocacy Trust serves as Trustee, Executor, Personal Representative, Guardian or Agent for Fiduciary, often exercising broad discretion for beneficiaries with competing interests; Actively participate with Consultants, Servicing Advisors or Writing Advisors to develop, interpret, communicate and facilitate complex planning matters as part of the advice-based solutions presented to the clients; Provide training for team members on various client service and organize and allocate projects within the team and manage deadline expectations.