Trust Advisor-30655210Job ID PB-11632 City Los Angeles State California Exempt/Non Exempt Exempt Shift Day Work Schedule m-f, 8-5
This role will partner directly with the City National Rochdale Independent Channel. Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure proposed new relationships are within CNB's risk appetite and can be managed without issue.
- *Bachelor's Degree or 10 years of experience in trust administration
- *10+ years of experience in a financial or legal services organization
- *Microsoft Office (Word, Excel & PowerPoint)
- *JD, LLM or other legal designation/degree preferred
- *Completion of Trust Certificate and/or CTFA preferred
Skills and Knowledge
- Strong oral and written communication skills are required. Specifically, excellent interpersonal skills with the ability to interact effectively with all levels of CNB personnel, clients and outside contacts
- The ability to profile clients with an emphasis on retaining business
- Familiarity with state tax laws, income taxation with respect to trust investment management principles, California and/or Nevada probate code
- Demonstrated strategic team player
- Strong organizational skills
- Anticipate needs and proactively seek solutions
- The ability to work on multiple tasks/projects simultaneously is crucial in this position
- Must be PC literate and be familiar with trust accounting systems
*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.
Equal Opportunity/Affirmative Action Employer, Minorities/Females/Individuals with Disabilities/Veterans
Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.