Who We Are
At Greenleaf Trust, our teams are dedicated to providing the highest level of comprehensive wealth
management services, trust administration and retirement plan services. We adhere to the highest
standards of fiduciary excellence while providing customized solutions and highly personal service
to our clients.
Summary
Manage client relationships to perform activities relative to our role as trustee, agent and/or custodian.
Your role in serving our clients and assisting divisions include:
Client Service
- Responsible for proactive client contact providing "high touch" communication and service to clients.
- Help clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client's near-term goals and ultimate legacy plan objectives.
- Develop and maintain a basis of knowledge in key areas of trust and estate planning, investment management, retirement planning, and tax planning.
- Educate clients and trust beneficiaries on the terms and requirements of the trust.
- Solve problems for clients using resources of the entire Greenleaf team.
- Coordinate with client's other professional advisors, such as legal and tax advisors.
- Facilitate effective reporting and communication to clients and other interested parties.
- Oversee all account receipts and disbursements.
- Oversight and monitoring of all account activity including the process of transferring funds, securities, and other assets.
- Ensure that appropriate and relative account documentation is on file.
New Business Development
- Generate new opportunities across lines of business through direct contact with existing clients, prospects and referral sources.
- Actively participate in sales team meetings and event-driven marketing activities.
- Promote bank trust services and assist new clients with establishment of new trust accounts.
- Provide continuous support to new clients throughout the account transfer process.
- Make presentations to groups explaining the function of Greenleaf's Personal Trust Division and the potential financial and tax advantages to be gained by the use of various types of trusts or other wealth management strategies. Provide technical, administrative, and creative support on programming metrics and analysis of skills needed to increase employability and longevity.
Fiduciary Excellence
- Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents.
- Directs collection of income or proceeds from sales of assets and deposits them in trust accounts.
- Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries.
- Directs liquidation of liabilities, payment of debts, and disbursement of funds according to the needs of the beneficiaries and conditions of the trust document with approval from the Trust Committee.
- Hires appraisers, as needed, to determine the value of assets and appropriate method for sale of properties if this is determined to be in the best interest of the beneficiaries.
- Provides financial accountings for grantors, beneficiaries, executors, and/or court as required according to particular circumstances of trust agreement.
- Supervises the process of preparation, filing, and payment of state and federal income tax returns for the trust. Including review and signing of 1041 returns and review of other filings.
Support Greenleaf Trust Team Members
- Provide expertise and back-up to other team members regarding trust/estate planning, tax, IRA and other issues.
- Work closely with Client Centric Team members to support client needs.
- Assist with seminar content development in areas of expertise.
- Track client communications in CRM system.
- Provide appropriate reporting to Executive Leadership Team and/or Trust Committee.
- Actively participate in assigned workgroup(s) for various projects.
Continuing Education
- Participate in continuing education opportunities in estate planning, tax, and IRA areas to remain current with new developments in the industry.
Dei Commitment
Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the
organization itself, and the communities in which we serve. We continue to seek opportunities to give
back and serve, work to ensure our actions are better and more inclusive and to provide opportunities
for our team members to uphold the same expectations.
Security Responsibilities
Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.
Minimum Education / Experience Required
- Bachelor's Degree and a minimum of 5 years of experience in estate planning, trust administration, and customer service, or equivalent education and experience.
- Experience with client support/ wealth management/trust administration.
- Sales experience in a service-related field.
Talents, Knowledge, Skills, Abilities
- Ability to work effectively in a team environment
- Motivated, outgoing self-starter
- Strong interpersonal skills ("people skills")
- Strong verbal and written communication skills
- Committed to EXCELLENT client service standards
- Knowledge of estate planning and IRA rules
- Basic computer skills with MS Office software
- Community minded
- Ability to learn in a fast-paced environment, both audibly and visually
- Open-minded, attentive listener
- Organized and able to multi-task, prioritize and manage workflow efficiently
Equipment Used
- Computer
- Various copiers, printers, and scanners
- Multi-line phone
- Audio Visual Equipment
- Smart Phone
System Applications Used
- Office 365
- DocuSign
- ISolved
Contacts
- Internal Greenleaf Trust team members
- Attorneys
- Tax Advisors
- Trust Committee members
Physical Requirements
- Responsible for focused work on computer.
- Must be able to sit and work at a computer, make phone calls, schedule and participate in video conferences, phone, and in person meetings.
Work Environment
Professional, well-maintained office environment with ample lighting and ventilation.
Other
- The position may require full day or overnight travel, approximately 40% of time, to meet with clients outside of the general area.
- Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.
