Job Description
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GENERAL FUNCTION:
The Special Needs Trust (SNT) team is responsible for administering Special Needs Trusts, court-created minors trusts, Guardianships, and similar relationships serving individuals with impairments. The SNT Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The SNT Trust Advisor partners closely with the team to support growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client’s financial goals and objectives.
Responsible and accountable for risk by openly exchanging ideas and opinio...
GENERAL FUNCTION:
The Special Needs Trust (SNT) team is responsible for administering Special Needs Trusts, court-created minors trusts, Guardianships, and similar relationships serving individuals with impairments. The SNT Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The SNT Trust Advisor partners closely with the team to support growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client’s financial goals and objectives.
Responsible and accountable for risk by openly exchanging ideas and opinio...