Manager Personal Fiduciary Services Support

Manager Personal Fiduciary Services Support

The National Personal Fiduciary Services Support Manager is responsible for maintaining healthy business relationships with clients, ensuring that support teams provide the highest quality services for the clients, following their deliverables and business requirement within their assigned segment of business. They will also manage and create consistency within the support functions by assessing talent and job duties and streamlining processes.

Position Responsibilities:
Client / Account Management

• Manage transactional activity for a moderate number of personal trust accounts, ensuring high-quality service and attention to detail.
• Coordinate the opening, maintenance, transfer, and closure of trust accounts by obtaining necessary information from clients and financial advisors and working with other relevant teams across the trust organization.
• Act as a point of contact for escalations from the team reporting up through the manager, resolving complex issues and ensuring client satisfaction.
• Focused on delivering exceptional customer service.

Team Management

• Oversee and manage a team of Trust Client Assistants, ensuring they have the resources and support needed to perform their roles effectively.
• Monitor and evaluate the performance of team members, providing regular feedback and conducting performance reviews.
• Develop and implement training programs to enhance the skills and knowledge of the team reporting up through the manager.
• Experience mentoring personal trust administration.
• Leadership managing national initiatives and working across business lines.

Operational / Risk Responsibilities

• Work closely with trust advisor management team to ensure seamless support and coordination between team's advisory / relationship management and transactional client assistant teams.
• Provide guidance to the trust client assistants on best practices to coordinate the opening, maintenance, transfer, and closure of trust accounts by obtaining necessary information from clients and financial advisors and working with other relevant teams across the trust organization.
• Identify opportunities for process improvements and implement changes to enhance efficiency and effectiveness.
• Excellent problem-solving skills.