Trust & Fiduciary Advisor

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/Function:D.A. Davidson is seeking a Trust & Fiduciary Advisor to manage the administration of a variety of D.A. Davidson Trust Company client relationships in accordance with the terms of the accounts and in a manner consistent with the needs of principals and beneficiaries. This position is accountable for developing quality client relationships, professional contacts, supporting the Financial Professionals of D.A. Davidson & Co. and soliciting new business.
Required Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.• Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law• 10 + years of fiduciary experience, with a focus on business development and relationship management• Working knowledge of advanced estate planning concepts, tax strategies and an overall knowledge of Wealth management and the securities industry.• Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.• Proven analytical ability and detail orientation with ability to manage client and firm priorities• Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.• Ability to work effectively as part of a team; mentor others and serve as a role model
Preferred Qualifications:• JD, LL.M in Taxation, Masters of Taxation • Advanced degree or designations such as CPA, CFP, CPWA, CIMA• 10+ Years of fiduciary experience with a focus on business development and relationship management
Duties:Internal Duties:• Oversee all aspects of account administration to include accepting and setting up accounts, facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order. Ensure that the investment objectives defined in the governing document are met. Proactively identify issues and take preventative action.• Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to the terms of the account and in keeping with fiduciary responsibilities.• Adherence to all risk management related duties including the completion of annual administrative and investment reviews, overseeing the retention and proper filing of client documentation and active participation in internal/external audits. • Comply with all policies related to the management of unique assets held within assigned accounts.• Keep abreast of changes in legislation and regulations affecting estate planning and trust administration to ensure accounts are in compliance with all required regulations.• Solve existing problems, anticipate possible problems and take preventative action; identify client needs and counsel trust beneficiaries on trust provisions and a variety of financially based life decisions.  Execute decisions and manage financial risk for client accounts.• Manage the future appointment process and serve as client relationship manager for successor trustee appointments.• Administer account closing process for low-balance fiduciary accounts; identify potential obstacles and legal actions required, including petitioning the court when necessary.• May act as a member of the Trust Administrative & Real Estate and/or Trust Investment Committees.• Make recommendations to policy and/or procedure changes.• Personnel oversight of direct reports including preparing performance appraisals, employee development and training.
Client and Marketing Duties:• Develop strong partnerships with D.A. Davidson Financial Professionals.• Develop and cultivate external centers of influence relationships (i.e. attorney, CPA) to facilitate the acquisition of new clients.• Contact clients and professionals as needed relative to account administration and promotion of D.A. Davidson Trust Company Services.• Review legal documents of existing accounts. As needed, consult with D.A. Davidson planning professionals and outside attorneys and CPAs to provide client advice or execute busi