Job description

Position Purpose:

• Provide effective trust administration and investment advice to trust and investment management clients
• Proactively develop client relationships and new business

Education/Experience Requirements:

• Bachelor’s Degree, preferably in Finance or Business Administration
• 5+ years’ experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
• CTFA or other trust certification desired
• Attorney preferred

Knowledge and Skill Requirements:

• Business development
• Intermediate/Advanced knowledge of trust, estate and investing services and applicable laws
• Ability to maintain confidentiality of information
• Excellent verbal and written communication skills
• Ability to professionally interact with all persons
• Effectively work as a team member and independently as required
• Superior organizational skills, attention to detail, follow-through and accuracy
• Dependable, cooperative and adaptable

Responsibilities and Duties:

• Build and maintain highly respected and confidential relationships with clients and beneficiaries; build and maintain multi-generational relationships
• Maintain the highest level of client satisfaction with AMG and its services
• Build and maintain relationships with co-trustees, attorneys, community leaders, accountants, and others
• Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
• Help build and maintain awareness of AMG in the community
• Fully understand and help market the full array of AMG’s services
• Maintain up-to-date knowledge on matters related to trusts, estates, investments and related areas
• Review, understand, summarize and comply with trust legal documents
• Determine appropriate actions for accounts; proactively take and appropriately document such actions
• Ensure compliance with policies, procedures, governing documents and applicable regulations
• Manage investments and cash in client accounts
• Process distributions from client accounts
• Review accounts with clients on a periodic basis, as appropriate
• Determine that all tax returns are filed timely, including quarterly estimated payments
• Correspond with grantors, beneficiaries, co-trustees and others about accounts, as appropriate
• Accurately and timely establish new accounts using appropriate forms and processes
• Prepare and process court accountings
• Educate other AMG employees regarding trusts, estate and related areas, as requested
• Identify and help implement trust administration process and control improvements
• Maintain highly effective and respectful working relationships with AMG staff in all areas
• Effectively set and communicate priorities
• Regularly attend and actively participate in conference calls and staff meetings as requested
• Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail, effective judgment
• Adapt to changes and new responsibilities
• Operate standard office machines, including computer, printer, scanners, copy machines, fax machines, postage machine
• Other duties as assigned

Job Type: Full-time

Pay: $80,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Denver, CO 80111: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Wills, trusts, & estate law: 5 years (Preferred)
• Business Development: 3 years (Preferred)

License/Certification:

• CTFA (Preferred)

Work Location: One location

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