Excellent verbal and written communication skills. * Excellent interpersonal and client service ... The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for ...
24 Forge Communications Manager Jobs Hiring Near You
Excellent verbal and written communication skills. * Excellent interpersonal and client service ... The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for ...
Excellent verbal and written communication skills. * Excellent interpersonal and client service ... The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for ...
Excellent verbal and written communication skills. * Excellent interpersonal and client service ... The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for ...
Communicate with English- and Spanish-speaking clients and attorneys to assist with case ... Apply basic product knowledge of Forge's core suite of products (structured settlement annuities ...
Communicate with English- and Spanish-speaking clients and attorneys to assist with case ... Apply basic product knowledge of Forge's core suite of products (structured settlement annuities ...
Case Analyst
Atlanta, GA · On-site
Communicate with English- and Spanish-speaking clients and attorneys to assist with case ... Apply basic product knowledge of Forge's core suite of products (structured settlement annuities ...
Case Analyst
Atlanta, GA · On-site
Communicate with English- and Spanish-speaking clients and attorneys to assist with case ... Apply basic product knowledge of Forge's core suite of products (structured settlement annuities ...
Senior Trust Manager
Brentwood, TN · On-site
... Other Forge team members, including actively participating in pre-call planning as needed ... Strong leadership skills including maintaining good communication, both verbal and written;
Senior Trust Manager
Brentwood, TN · On-site
... Other Forge team members, including actively participating in pre-call planning as needed ... Strong leadership skills including maintaining good communication, both verbal and written;
Senior Trust Manager
Brentwood, TN · On-site
... Other Forge team members, including actively participating in pre-call planning as needed ... Strong leadership skills including maintaining good communication, both verbal and written;
Senior Trust Manager
Brentwood, TN · On-site
... Other Forge team members, including actively participating in pre-call planning as needed ... Strong leadership skills including maintaining good communication, both verbal and written;
Structured Settlement Sales Consultant
Manhattan, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
Structured Settlement Sales Consultant
Manhattan, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
Structured Settlement Sales Consultant
New York, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
Structured Settlement Sales Consultant
New York, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... management, and communication skills through which trust and confidence is quickly built with ...
Case Analyst
Atlanta, GA · On-site
Communicate with English- and Spanish-speaking clients and attorneys to assist with case ... Save and maintain records of materials within Alloy and our Document Management Platform (M-Files)
Case Analyst
Atlanta, GA · On-site
Communicate with English- and Spanish-speaking clients and attorneys to assist with case ... Save and maintain records of materials within Alloy and our Document Management Platform (M-Files)
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Good organization and time management skills. * Ability to communicate at all levels within the ...
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Good organization and time management skills. * Ability to communicate at all levels within the ...
Financial Advisor
Atlanta, GA · On-site
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Good organization and time management skills. * Ability to communicate at all levels within the ...
Financial Advisor
Atlanta, GA · On-site
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Good organization and time management skills. * Ability to communicate at all levels within the ...
Financial Advisor
Atlanta, GA · On-site
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Good organization and time management skills. * Ability to communicate at all levels within the ...
Financial Advisor
Atlanta, GA · On-site
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust ... Good organization and time management skills. * Ability to communicate at all levels within the ...
Elite Remote B2B Sales Closer | Inbound Leads - Social Media
Salt Lake City, UT · Remote
$5.0K - $25K/mo
Keep CRM records accurate and pipeline visibility clean. * Follow up consistently and ... Communicate clearly and professionally. * Can build trust fast with business owners and decision ...
Quick apply
Elite Remote B2B Sales Closer | Inbound Leads - Social Media
Salt Lake City, UT · Remote
$5.0K - $25K/mo
Keep CRM records accurate and pipeline visibility clean. * Follow up consistently and ... Communicate clearly and professionally. * Can build trust fast with business owners and decision ...
Elite Remote B2B Sales Closer | Inbound Leads - Social Media
Salt Lake City, UT · Remote
$5.0K - $25K/mo
Keep CRM records accurate and pipeline visibility clean. * Follow up consistently and ... Communicate clearly and professionally. * Can build trust fast with business owners and decision ...
Quick apply
Elite Remote B2B Sales Closer | Inbound Leads - Social Media
Salt Lake City, UT · Remote
$5.0K - $25K/mo
Keep CRM records accurate and pipeline visibility clean. * Follow up consistently and ... Communicate clearly and professionally. * Can build trust fast with business owners and decision ...
Trust Officer II
Brentwood, TN · On-site
Develop and maintain strong relationships with clients, attorneys, accountants, care managers, and other professionals. * Provide clear and timely communication to clients on trust matters and ...
Trust Officer II
Brentwood, TN · On-site
Develop and maintain strong relationships with clients, attorneys, accountants, care managers, and other professionals. * Provide clear and timely communication to clients on trust matters and ...
Trust Officer II
Brentwood, TN · On-site
Develop and maintain strong relationships with clients, attorneys, accountants, care managers, and other professionals. * Provide clear and timely communication to clients on trust matters and ...
Trust Officer II
Brentwood, TN · On-site
Develop and maintain strong relationships with clients, attorneys, accountants, care managers, and other professionals. * Provide clear and timely communication to clients on trust matters and ...
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Full-time
Re-posted 20 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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