Strong analytical and problem-solving skills. * Strong supervisory and leadership skills with the ... and Forge for Business) is a full-service financial firm dedicated to helping families create ...
18 Forge Business Analyst Jobs Hiring Near You
Strong analytical and problem-solving skills. * Strong supervisory and leadership skills with the ... and Forge for Business) is a full-service financial firm dedicated to helping families create ...
Strong analytical and problem-solving skills. * Strong supervisory and leadership skills with the ... and Forge for Business) is a full-service financial firm dedicated to helping families create ...
Strong analytical and problem-solving skills. * Strong supervisory and leadership skills with the ... and Forge for Business) is a full-service financial firm dedicated to helping families create ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
Structured Settlement Sales Consultant
Manhattan, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
Structured Settlement Sales Consultant
Manhattan, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
Structured Settlement Sales Consultant
New York, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
Structured Settlement Sales Consultant
New York, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Demonstrated ability to drive business sales and profit growth. * Advanced analytical skills.
Financial Advisor II
Atlanta, GA · On-site
The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Serve as an advocate for clients with other business units. * Monitor and update pertinent client ...
Financial Advisor II
Atlanta, GA · On-site
The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Serve as an advocate for clients with other business units. * Monitor and update pertinent client ...
Senior Trust Manager
Brentwood, TN · On-site
$100 - $130/hr
... Business Development Officer, Other Forge team members, including actively participating in ... Use effective leadership, problem solving and analytical skills * Provide professional presence ...
Senior Trust Manager
Brentwood, TN · On-site
$100 - $130/hr
... Business Development Officer, Other Forge team members, including actively participating in ... Use effective leadership, problem solving and analytical skills * Provide professional presence ...
Controller
Mooresville, NC · Hybrid
... Forge Companies' continued growth. This role will oversee financial reporting, accounting ... Conduct variance analysis to explain deviations from budget and forecast, identifying trends and ...
Controller
Mooresville, NC · Hybrid
... Forge Companies' continued growth. This role will oversee financial reporting, accounting ... Conduct variance analysis to explain deviations from budget and forecast, identifying trends and ...
Financial Advisor II
Atlanta, GA · On-site
The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Serve as an advocate for clients with other business units. * Monitor and update pertinent client ...
Financial Advisor II
Atlanta, GA · On-site
The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Serve as an advocate for clients with other business units. * Monitor and update pertinent client ...
Financial Advisor II
Atlanta, GA · On-site
The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Serve as an advocate for clients with other business units. * Monitor and update pertinent client ...
Financial Advisor II
Atlanta, GA · On-site
The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Serve as an advocate for clients with other business units. * Monitor and update pertinent client ...
Senior Trust Manager
Brentwood, TN · On-site
... Trust Officer, Business Development Officer, Other Forge team members, including actively ... Use effective leadership, problem solving and analytical skills; Provide professional presence ...
Senior Trust Manager
Brentwood, TN · On-site
... Trust Officer, Business Development Officer, Other Forge team members, including actively ... Use effective leadership, problem solving and analytical skills; Provide professional presence ...
Senior Trust Manager
Brentwood, TN · On-site
... Trust Officer, Business Development Officer, Other Forge team members, including actively ... analytical skills; • Provide professional presence within professional and community ...
Senior Trust Manager
Brentwood, TN · On-site
... Trust Officer, Business Development Officer, Other Forge team members, including actively ... analytical skills; • Provide professional presence within professional and community ...
Trust Officer
Brentwood, TN · On-site
Process trust business through multiple interfaces including Microsoft Excel and the Customer ... Strong analytical and problem-solving skills. * Strong supervisory and leadership skills. * Ability ...
Trust Officer
Brentwood, TN · On-site
Process trust business through multiple interfaces including Microsoft Excel and the Customer ... Strong analytical and problem-solving skills. * Strong supervisory and leadership skills. * Ability ...
Process trust business through multiple interfaces including Microsoft Excel and the Customer ... Strong analytical and problem-solving skills. * Strong supervisory and leadership skills. * Ability ...
Process trust business through multiple interfaces including Microsoft Excel and the Customer ... Strong analytical and problem-solving skills. * Strong supervisory and leadership skills. * Ability ...
Trust Officer
Brentwood, TN · On-site
Process trust business through multiple interfaces including Microsoft Excel and the Customer ... Strong analytical and problem-solving skills. * Strong supervisory and leadership skills. * Ability ...
Trust Officer
Brentwood, TN · On-site
Process trust business through multiple interfaces including Microsoft Excel and the Customer ... Strong analytical and problem-solving skills. * Strong supervisory and leadership skills. * Ability ...
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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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