Vice President, Trust Officer
Company: D.A. Davidson & Co.
Location: Vancouver
Posted on: September 17, 2023
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Job Description:
D.A. Davidson Companies is an independent, employee-owned
company with a rich history spanning more than 80 years. We are
dedicated to conducting our business in accordance with the highest
standards of integrity and ethics, and delivering outstanding
service to our clients and each other. We support a friendly, open
and supportive culture, and encourage candid communication and
productive engagement that make our companies and each of us
better. Just as we work to improve our clients' financial
well-being, we also work to strengthen local communities-and giving
back is one of our core values. You can learn more about our
company culture and impact in our latest annual report.Summary:
Manage client accounts in accordance with the terms of the
governing document and in a manner consistent with the needs of
principals and beneficiaries. This position is also responsible for
developing quality client relationships, professional contacts,
soliciting new accounts, and supporting the Financial Advisors of
D.A. Davidson & Co.Experience and SkillsQualifications:
* BA degree or equivalent education and related training
* Attorney, JD, or CTFA professional designation preferred
* Minimum of 5+ years in Trust Administration
* Graduate of Cannon or other field specific program
* Knowledge of current developments in estate planning and trust
administration.
* Effectively administer fiduciary accounts and related agency
accounts. Analyze and interpret legal instruments; Apply sound
fiduciary judgment to trust matters.
* Identify and resolve client issues arising in the course of
administration of an account and provide professional service to
satisfy client needs.
* Review and approve initial account reviews. Develop and approve
estate, trust, agency and ILIT account reviews.
* Solid understanding of the financial markets.
* Strong PC skills, to include Microsoft Outlook, Word & Excel
* Extensive knowledge of the interpretation and practical
application of document provisions, probate law, taxes, investments
and legal framework of estate and trust administration.
* Strong analytical skills and the ability to resolve questions
arising from account administration.
* Excellent oral, written, and interpersonal skills and customer
relation skills, leadership ability and social, professional
etiquette.
* Seasoned sales and presentation skills and customer relation
skills.
* Follow policies and procedures. Maintain client
confidentiality.
* Communicate in a clear and service oriented manner. Use
appropriate, professional language and grammar to effectively
exchange ideas and information.
* Ability to proactively work with both external and internal
clients. Relate with others in a professional manner in order to
accomplish work responsibilities and objectives.
* Ability to maintain regular, predictable attendance.
* Ability to travel as needed.Duties:
* Manage, prepare, develop and facilitate the delivery of trust
services for both normal and the more complex estate plans to
include:
* Multigenerational trusts with broad discretion among multi-family
lines.
* Complex gifting situations
* Unusual family dynamics
* Litigation concerns
* Interaction with multiple co-trustees as well as family and
professional advisors
* Closely held businesses
* Foundations
* Administration of complex estate settlements and new successor
trustee appointments
* Participate in new business development.
* Regularly initiate contact with existing and potential customer
referrals to expand/establish relationships and acquire additional
assets.
* Retain client base by adhering to established client contact
standards. Involve all team members as necessary.
* Promote trust services and establish new trust accounts in
Davidson branches. Conduct product and referral training for
Financial Professional's (FPs). Develop goodwill and provide
assistance to any Davidson FPs and affiliates.
* Develop and cultivate external centers of influence (FPs,
Attorneys, CPAs, etc.) and actively participate in community
affairs and professional associations to facilitate the acquisition
of new business and promote Davidson Trust Co. services.
* Identify client needs based on significant life events. Counsel
clients on a variety of financially based life decisions. Execute
decisions and manage financial risk for client accounts.
* Keep abreast of changes in legislations and regulations affecting
estate planning and trust administration.
* Perform any other duties as assigned.We are an equal opportunity
employer and value diversity at our company. We do not discriminate
on the basis of race, religion, color, national origin, gender,
sexual orientation, age, marital status, veteran status, or
disability status. We will ensure that individuals with
disabilities are provided reasonable accommodation to participate
in the job application or interview process, to perform essential
job functions, and to receive other benefits and privileges of
employment. Please contact us to request accommodation.
Keywords: D.A. Davidson & Co., Vancouver , Vice President, Trust Officer, Executive , Vancouver, Washington
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