Trust Relationship Specialist

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.

We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.

At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.” You want to feel recognized r performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones.

* We are open to hiring this role at Relationship Specialist or Relationship Specialist Senior level.

Pro-active and seamless member of the Trust Relationship team helping to anticipate, execute and coordinate the PWA team business from prospecting/marketing to client management to Leads and oversees multiple aspects of the client relationship including cash management, distributions, contributions, asset allocation, investment actions, client/account maintenance, and client inquiries. Coordinates with internal and external teams as necessary. Builds rapport with clients and intermediaries to maintain a positive working relationship in order to leverage PWA team.

Acts as the client advocate in order to retain, preserve, and deepen existing relationships. Supports PWA business plan and may identify opportunities for expanding relationships. Strategizes with PWA to establish a process/service model for addressing client needs. Communicates with clients and advisors on various account and/or transactional processes and oversees client communication materials. Coordinates with internal and external teams to on-board new account relationships (information collection, documentation and approval compilation, open and fund accounts).

Coordinates other fiduciary responsibilities related to trusts and IRAs (i.e. discretionary distributions, valuations). Oversees the review, interpretation and administration of estate and trust documents, including trusts, wills, codicils, life insurance policies, and partnership agreements, including the preparation of a trust synopsis Plans for and utilizes systems and to facilitate the execution of ongoing trust provisions. Oversees the establishment and execution of required and discretionary trust distributions.

Ensures the trust assets are invested according to the trust provisions and Prudent Investor Rule Oversees the administration of special assets including life insurance policies,mineral interests, real estate, limited partnerships, closely held stock. Coordinates the selection and hiring of outside agents in the…