Vice President, Director of Fiduciary Services

Make a meaningful impact as a fiduciary advisor. Help families, business owners, and institutions protect and grow what matters most.

Tower Trust & Investment Company seeks an experienced and client-focused Vice President, Director of Fiduciary Services to join our growing team. In this role, you'll serve as the leader of our fiduciary services and serve as a key point of contact for clients managing personal trust and estate accounts with care, competence, and integrity.

• Assist the President in the process of recruiting, interviewing, hiring, and training fiduciary
  staff.
• Oversee the daily workflow of the fiduciary services offered by Tower Trust & Investment
  Company. This includes, but is not limited to, after-death administration, trust administration, and
  conservatorship.
• Provide constructive and timely performance evaluations.
• Develop and grow staff in accordance with company policy.
• Perform other related duties as assigned.

• Oversight of fiduciary services offered by Tower Trust & Investment Company.
• Coordinate efforts with other management to ensure effective operation of the organization.
• Oversee the daily workflow of the fiduciary services including on-boarding new administrations and the management of existing administrations to ensure all fiduciary services are managed in a productive and effective manner that avoids undue risk and liability.
• Serve as the primary point of contact for client-requested estate planning document reviews.
• Oversight of the Will File including the communication strategy to those clients currently found in the Will File and the communication strategy to centers of influence to ensure growth.
• Assist in the preparation of budget, strategic plan and marketing plan.
• Serve on the Trust Investment & Account Review Committee. Responsible for reviewing investment portfolios of all accounts periodically.
• Review and sign trust vouchers.

• Administration of Personal Trusts, IMAs, IRAs and Estates, which includes counseling customers and being their primary point of contact concerning tax, estate and financial planning needs.
• Continuously looks for improvements in the overall administration process.
• Collection of reasonable fees for the administration of fiduciary accounts, including additional time & charges.
• Development and growth of Personal Trust, IMAs, IRAs and Estate accounts through the expansion of our existing book, generating referrals from other staff within the companies, and promoting trust and investment services to centers of influence and prospects outside the companies.
• Other Duties as Assigned

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills.
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to function well in a high-paced and at times stressful environment.
• Proficient with Microsoft Office Suite or related software.

• A minimum of 5 years in Trust and Estate Administration, or 5+ years of investment experience with a desire to add Trust and Estate Administration to your skills
• A four-year degree or commensurate experience in Trust and Estate administration
• A CTFA, CFP, JD, or CPA designation will be given strong preference.

• Prolonged periods of sitting at a desk and working on a computer.

• An outstanding working environment with a great team
• Excellent pay and benefits
• Ongoing training
• A commitment…