Oversee new accounts set-up and correspondence. * Oversee the investment and management of all ... The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for ...
14 Forge Account Manager Jobs Hiring Near You
Oversee new accounts set-up and correspondence. * Oversee the investment and management of all ... The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for ...
Careers At The Forge Companies Share with friends or Subscribe! Are you ready for new challenges ... This person's focus will be directed towards ensuring the adequacy of support for trust accounts ...
Careers At The Forge Companies Share with friends or Subscribe! Are you ready for new challenges ... This person's focus will be directed towards ensuring the adequacy of support for trust accounts ...
Oversee new accounts set-up and correspondence. * Oversee the investment and management of all ... The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for ...
Oversee new accounts set-up and correspondence. * Oversee the investment and management of all ... The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for ...
Senior Trust Manager
Brentwood, TN · On-site
$100 - $130/hr
... Other Forge team members, including actively participating in pre‑call planning as needed ... Ensure annual administrative account reviews are completed * Ensure all internal compliance and ...
Senior Trust Manager
Brentwood, TN · On-site
$100 - $130/hr
... Other Forge team members, including actively participating in pre‑call planning as needed ... Ensure annual administrative account reviews are completed * Ensure all internal compliance and ...
Senior Trust Manager
Brentwood, TN · On-site
... Other Forge team members, including actively participating in pre-call planning as needed ... Ensure annual administrative account reviews are completed; Ensure all internal compliance and ...
Senior Trust Manager
Brentwood, TN · On-site
... Other Forge team members, including actively participating in pre-call planning as needed ... Ensure annual administrative account reviews are completed; Ensure all internal compliance and ...
Senior Trust Manager
Brentwood, TN · On-site
This person's focus will be directed towards ensuring the adequacy of support for trust accounts ... Other Forge team members, including actively participating in pre-call planning as needed; • ...
Senior Trust Manager
Brentwood, TN · On-site
This person's focus will be directed towards ensuring the adequacy of support for trust accounts ... Other Forge team members, including actively participating in pre-call planning as needed; • ...
Controller
Mooresville, NC · Hybrid
... Forge Companies' continued growth. This role will oversee financial reporting, accounting ... Experience managing full-cycle accounts payable operations, including vendor management and payment ...
Controller
Mooresville, NC · Hybrid
... Forge Companies' continued growth. This role will oversee financial reporting, accounting ... Experience managing full-cycle accounts payable operations, including vendor management and payment ...
Trust Administrator
Brentwood, TN · On-site
Account Management: * Maintain detailed records for accounts by reviewing records and system information to ensure accurate reporting. * Review Trust documents to assist the Trust Officer with ...
Trust Administrator
Brentwood, TN · On-site
Account Management: * Maintain detailed records for accounts by reviewing records and system information to ensure accurate reporting. * Review Trust documents to assist the Trust Officer with ...
Trust Officer
Brentwood, TN · On-site
Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate ...
Trust Officer
Brentwood, TN · On-site
Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate ...
Trust Officer
Brentwood, TN · On-site
Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate ...
Trust Officer
Brentwood, TN · On-site
Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate ...
Trust Officer
Brentwood, TN · On-site
Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate ...
Trust Officer
Brentwood, TN · On-site
Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate ...
Trust Officer II
Brentwood, TN · On-site
Compliance & Risk Management: * Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks. * Proactively address and resolve any fiduciary ...
Trust Officer II
Brentwood, TN · On-site
Compliance & Risk Management: * Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks. * Proactively address and resolve any fiduciary ...
Compliance & Risk Management: * Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks. * Proactively address and resolve any fiduciary ...
Compliance & Risk Management: * Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks. * Proactively address and resolve any fiduciary ...
Trust Officer II
Brentwood, TN · On-site
Compliance & Risk Management: * Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks. * Proactively address and resolve any fiduciary ...
Trust Officer II
Brentwood, TN · On-site
Compliance & Risk Management: * Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks. * Proactively address and resolve any fiduciary ...
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Full-time
Re-posted 29 days ago
Job description
Job Summary
Advocacy Trust is looking for an experienced, client service focused Special Needs Trust Officer II to join the team. As a Trust Officer II, you will be responsible for providing trust services, building, and maintaining client and partner relationships, and providing exceptional client service. Our Trust Officers works closely with the planning teams to support the Clients needs. The ideal candidate will be passionate about helping others, detail oriented, proactive, and can use sound judgement.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Manage Client relationships and provide trust administration services.
Implement Trust plan based on legal documents and client needs and goals.
Coordinate with internal and external clients to ensure effective Trust implementation and administration.
Provide and document responsive and proactive client interactions to provide an excellent Client experience.
Oversee new accounts set-up and correspondence.
Oversee the investment and management of all trust assets; including annuities and real estate.
Review and monitor daily account activity.
Review and approve payment submissions and distributions.
Perform annual trust account reviews.
Review fees for accuracy.
Mentor and coach the trust administrator by ensuring a high level of accuracy.
Performs other duties as assigned.
Desired Knowledge, Skills, and Abilities
5+ years of experience in Trust Administration.
Juris Doctor and/or CTFA with experience in the Special Needs Field preferred.
Knowledge of a variety of Trust concepts, practices, and procedures.
Excellent verbal and written communication skills.
Excellent interpersonal and client service skills.
Excellent organizational skills and attention to detail.
Strong analytical and problem-solving skills.
Strong supervisory and leadership skills with the ability to prioritize and delegate when needed.
Proficient with Microsoft Office Suite or related software.
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
Travel Requirements
Less than 5% of the time, but occasional travel is necessary.
Who are we?
The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans specific to their needs. We continue to grow at an incredible pace with both new clients and a growing team to service them.?Our clients are our passion, and we are dedicated to helping families navigate through various situations.?Our core values of trust, respect, excellence, expertise, and selflessness guide our decision-making process on how to best take care of our clients and our teammates.
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