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Relationship Manager

Peyton Resource Group (PRG) San Antonio, TX
  • Posted: over a month ago
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, Dental

Responsibilities:

  • Build multigenerational relationships with clients to educate and support their long-term wealth needs.
  • Administers moderately complex trust accounts in accordance with the terms specified in the trust instrument (Agency, Agent for Trustee, ILITs, IRAs, Simple and Complex Trusts).
  • Begin gaining knowledge to support specialized trust services.
  • Contacts principals, beneficiaries, and business professionals for the acquisition, disposition, or preservation of trust assets, as needed for the administration of trust accounts.
  • Participates on incoming calls to trust services.

Requirements:

  • Bachelor's degree or 4+ years of related experience beyond the minimum required may be substituted in lieu of a degree.
  • 2+ years of experience in financial services industry, operations, or trust administration.
  • Developing knowledge and understanding of trust and estate services and applicable laws.

Peyton Resource Group (PRG)

Who We Are: Peyton Resource Group (PRG) has a 17-year track record of delivering real results for our clients. With offices in Dallas, San Antonio and Austin, PRG is an innovative industry leader utilizing the latest technology to drastically reduce the time-to-hire problem plaguing most companies today. What We Do: We innovate. We understand. We collaborate. We move forward. We get IT done. How We Do It: We partner with world-class organizations that offer exciting career paths to their employees. We cultivate relationships with the best and brightest talent in the marketplace. We leverage technology in a way that is helping to redefine the staffing industry. Our Results: We solve today's critical staffing challenges, while delivering best-of-class professionals to our clients.

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