THE GLENVIEW TRUST COMPANY
TRUST PRINCIPAL
BASIC FUNCTION
The Trust Principal directs the administration of client trusts, estates, and accounts, ensuring
client goals and fiduciary responsibilities are met. This position nurtures client relationships to
provide comprehensive and ongoing support to clients. The Trust Principal cultivates
relationships within the community, including centers of influence and charitable organizations,
to promote the Company and develop business. This position is a member of the Company's
Trust Administrative Committee and participates in the oversight of the Company's administrative
and compliance functions related to trust and estate administration.
ORGANIZATIONAL RELATIONSHIPS
Reports to:
Chief Fiduciary Officer
Supervises:
Indirectly supervise Client Service Specialists
SPECIFIC DUTIES AND RESPONSIBILITIES
"*" denotes an essential function of the job.
A. *Implement and execute all duties and fiduciary responsibilities related to assigned
trusts, estates, and accounts in accordance with applicable laws and regulations
and in compliance with company policies, including but not limited to:
B. Account opening, review acceptance and document interpretation.
C. Asset and Cash Distribution review and approval, including
discretionary distributions.
D. Complete Administrative account reviews as required.
E. Account closings, trust termination, and appropriate division and
distribution.
F. Collect and coordinate information for preparation of individual
income tax, fiduciary income tax, federal and state estate,
inheritance and gift tax, generation skipping tax, payroll, and other
taxes; and oversee the filing of same by applicable required due
dates.
G.. *Nurture client relationships through ongoing proactive contact via phone, e-mail,
meetings, and other opportunities, with the goal to strengthen relationship and
client experience.
H.. *Set standards for team (AO, 10, FP, and AA) for client relationship contact,
ensuring standards for each relationship are met.
I. *Create and build client relationships while sponsoring interaction with centers of
influence to foster goodwill and to obtain new business; attend community
functions and assist charitable organizations, at board level when feasible, to
promote the Company.
J.. *Review to maintain client information in Company databases and software
systems for assigned relationships to ensure it is up to date for the submission of
tax returns; provide changes or updates to tax officer; review completed returns
and either sign or obtain appropriate signatures, by applicable due dates.
K. *Participate in Trust Administrative Committee (TAC) meetings, financial meetings,
and Strategic Planning Committee meetings, to ensure compliance and oversight
goals, as necessary.
L.. Attend professional development initiatives as appropriate and maintain
professional designations as required by governing bodies through continuing
education requirements and other standards.
M.. Attend Company and industry-related meetings, as required.
N. Establish individual goals which are aligned with the Company's business
strategies and objectives.
O. Perform other duties, including special projects, as assigned by executive
leadership.
STANDARDS OF PERFORMANCE
A. Client satisfaction and retention.
B. Development of new business.
C. Adherence to trust policies and procedures.
D. Accurate client information provided in a timely manner to Operations, external
accountants, and counsel for the filing of all tax returns, associated payments,
estimated payments, and withholdings.
E. Participation in and contribution to management initiatives.
F. Maintenance of Company and client information in a confidential manner.
MENTAL AND PHYSICAL REQUIREMENTS
A. Ability to assess and interpret client needs to determine appropriate trust
structure and investment strategy.
B. Ability to maintain a high level of concentration with frequent time pressures and
constant interruptions.
C. Ability to sit for extended periods of time.
D. Ability to maintain sustained visual attention for considerable periods of time.
E. Ability to travel to clients, prospects, community events and social functions,
interact with clients and prospects for extended periods of time, and negotiate
crowds.
WORKING ENVIRONMENT AND CONDITIONS
A. This position involves working within an indoor office environment around general
office equipment, including computers and workstations.
B. This position may require working non-traditional hours, including evenings and
weekends to attend social functions to promote the Company and develop
relationships within the community.
EDUCATION, EXPERIENCE AND TRAINING
A. Juris Doctor or other comparable professional designations required.
B. 5 years minimum trust administration and wealth management experience,
preferred.
EQUIPMENT AND TOOLS
A. Computer and peripherals
B. Telephone and mobile devices.
Glenview Trust is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, or any other category protected by law.
