Relationship Manager II
San Antonio, TX 78216 US
Job Profile Summary
Responsible for the end-to-end administration of assigned accounts. Build multigenerational relationships with members to educate and support their long-term wealth transfer needs. Maintain awareness of emerging products and services and new developments in the industry. Keep current on all laws and regulations, State and Federal, related to the administration of trust accounts assigned to them. Independently perform complex work assignments and problem resolution. Provide advice to members based on knowledge and circumstance.
Administers moderately complex trust accounts in accordance with the terms specified in the trust instrument (Agency, Agent for Trustee, ILITs, IRAs, Simple and Complex Trusts).
Performs all duties and functions in accordance with applicable policies and procedures, including timely completion of all required administrative reviews, investment reviews, court accountings and required compliance documentation.
Begin gaining knowledge to support specialized trust services.
Acquires and applies intermediate knowledge of industry products, services and processes.
Prepares and presents discretionary distribution requests to the Trust Operating Committee or for peer review as applicable.
Contacts principals, beneficiaries, remainder men, and business professionals for the acquisition, disposition, or preservation of trust assets, as needed for the administration of trust accounts.
Arranges and conducts client meetings.
Monitors account activity and documents client communications.
Ensures account coding is current and accurate.
Participates in special projects and activities as requested.
Seeks additional training, seminars, etc to stay current with changes and trends in trust administration, investments and the trust and financial services industry.
Participates on incoming calls to trust services.
4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
2 or more years experience in financial services industry, operations or trust administration.
Developing knowledge and understanding of trust and estate services and applicable laws.
Developing knowledge of Microsoft Office tools and Windows operating environment.