Personal Trust Administrator
Company: MTC Holding Corporation
Location: Nashville
Posted on: January 27, 2023
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Job Description:
Description:The Midwest Trust Company is looking for an
experienced Personal Trust Administrator who will work with high
net worth clients to develop estate planning techniques and asset
management strategies. We also offer an outstanding benefits
package, including medical, dental, life, disability, 401(k),
profit sharing, vacation, sick leave and paid holidays. We pay 100%
of the employee medical and dental insurance premiums and make
employer health savings account contributions.Specific duties
include the following:Manages an existing book of trust and
investment management accountsCoordinates the client's overall
investment, financial, estate, and income tax planning to assist
the client in achieving specific trust and asset management
objectivesReviews, initiates, and reports account activity in
compliance with legal requirements and internal
proceduresCommunicates effectively with clients and their advisors
on all trust and asset management objectivesRequirements:Bachelor's
degree in business or related field; advanced degree in business or
law degree desiredA minimum of five years of trust administration
experienceExcellent written and verbal communication skillsStrong
customer service orientation and excellent relationship skillsThis
position is not required to meet annual new business goals or have
a marketing orientation. However, we do provide a competitive new
business incentive program allowing marketing-oriented Trust
Administrators the opportunity to significantly increase
compensation.The Midwest Trust Company is an Equal Opportunity
Employer PI201866163
Keywords: MTC Holding Corporation, Nashville , Personal Trust Administrator, Other , Nashville, Tennessee
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