G&S provides equal employment opportunities to all employees and applicants for employment without regard to race (including traits historically associated with race, including but not limited to, natural hair texture, type, length, and protective hairstyles), color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability, or veteran status in accordance with applicable state and federal laws. In addition, G&S complies with applicable federal, state and local laws governing nondiscrimination in employment.
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Director of Trust Administration
The Director of Trust Administration will manage and lead a dynamic trust administration team responsible for a wide range of trust accounts, agency/custody accounts, exempt organizations and estates. This role will also be responsible for their own individually assigned accounts. Our ideal candidate will build on a 60-year foundation of trust administration services by identifying and implementing best practices, providing experienced hands-on guidance to our trust administration team, utilizing technology to increase efficiency, and expanding our capacity for new business.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Lead an established team of trust administrators by providing close support, guidance, and training.
- Evaluate and assess current operating model to ensure security of trust assets, efficiency, coordination with other services, and optimal client service; identify and implement updated strategies and technology to improve processes.
- Demonstrate thought leadership on maintaining best practices and industry trends in trust administration and implement best practices as appropriate.
Qualifications include:
- Minimum of ten (10) years of direct experience in sophisticated trust administration services for high net-worth clients, including advanced knowledge and experience with in-house trust accounting and investment management software.
- Excellent skills and experience in developing, training, and supporting others to maintain a cohesive team committed to providing exceptional client service.
- Advanced knowledge and understanding of trust transaction coding, fiduciary income tax, principal and income accounting, interpretation of trust documents, and advanced capability in Excel or equivalent software.
- Demonstrable high-level understanding of the trust administration business, industry trends and best practices.
- Excellent analytic skills to identify areas for improvement.
- Strong organization skills with proven track record of consistent follow through and ability to manage multiple assignments simultaneously and accomplish goals in a professional services environment.
- Professional judgment and discretion and the ability to maintain and protect highly confidential information.
- Polished communication, interpersonal and executive functioning skills with demonstrated ability to interact with and gain the confidence of colleagues, trustees and beneficiaries.
- Bachelor’s degree required; graduate degree and/or CFP or CTFA certification preferred.
This job description is intended to be general and may evolve over time. It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.
- For more information: Please email pmorgan@goulstonstorrs.com