- Serve as the lead consultant with LPL Advisors when they present new cases to PTC for trustee and/or settlement services
- Apply knowledge of trust administration and settlement services
- Analyze and interpret wills, trusts, agreements, entity documents, investment statements, and special asset information
- Summarize and prepare new cases for legal and acceptance reviews
- Mentor and coach trust specialists in preparing summaries, document management, and communications
- Manage financial advisor and client experience for moderately complex to complex trustee cases
- Identify client needs, address concerns, resolve issues, and respond to inquiries
- Communicate with financial advisors, external partners, colleagues, trustees, attorneys, and beneficiaries throughout PTC’s trustee acceptance process
- Manage the new business opportunity pipeline with strong organization and follow-up
- Participate in special projects and initiatives
- Collaborate across PTC and LPL to enhance best practices and team dynamics
- Represent PTC in business development efforts with internal LPL partners and LPL Advisors
- Participate in advisor and client meetings as needed
- Prepare special reports, spreadsheets, and correspondence as needed
Requirements
- Bachelor’s Degree
- Five years’ experience in trustee services, preferably with a broker-dealer or in a traditional bank/trust company
- Knowledge of financial planning, philanthropic planning and fiduciary law
- Experience working with high net worth (HNW) clients
- Ability to successfully handle multiple responsibilities and meet deadlines in a quality-first, team-oriented environment
- Strong use of Microsoft Office
- Verbal and written communication skills for effective interactions with clients, financial advisors, and other professionals
- CTFA, CFP or ChFC preferred
Core Competencies
Demonstrates expertise in trust administration and settlement services, with a strong focus on managing complex trustee cases and enhancing client experiences. Proficient in financial planning, fiduciary law, and mentoring trust specialists to ensure high-quality service delivery.
Highest-signal resume keywords
- Trustee Services Experience
- Financial Planning Knowledge
- Client Relationship Management
- Microsoft Office Proficiency
- CTFA, CFP or ChFC Certification
Hard Skills
- Trust Administration
- Settlement Services
- Wills and Trusts Analysis
- Document Management
- Investment Statement Interpretation
Soft Skills
- Verbal Communication
- Written Communication
- Mentoring
- Problem Solving
- Team Collaboration
Certifications & Qualifications
- CTFA
- CFP
- ChFC
Industry Keywords
- High Net Worth Clients
- Fiduciary Law
- Broker-Dealer
- Traditional Bank/Trust Company
- Philanthropic Planning
Tools & Technologies
- Microsoft Office
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Senior Trustee Consultant Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.
