Vice President, Director of Fiduciary Services

Job Description

Job Description

Make a meaningful impact as a fiduciary advisor. Help families, business owners, and institutions protect and grow what matters most.

 
Tower Trust & Investment Company seeks an experienced and client-focused Vice President, Director of Fiduciary Services to join our growing team. In this role, you'll serve as the leader of our fiduciary services and serve as a key point of contact for clients managing personal trust and estate accounts with care, competence, and integrity. 

Duties/Responsibilities:

Supervisory Responsibilities

• Assist the President in the process of recruiting, interviewing, hiring, and training fiduciary 
  staff.
• Oversee the daily workflow of the fiduciary services offered by Tower Trust & Investment 
  Company. This includes, but is not limited to, after-death administration, trust administration, and 
  conservatorship.
• Provide constructive and timely performance evaluations.
• Develop and grow staff in accordance with company policy.
  
• Perform other related duties as assigned.

Department Management Role

• Oversight of fiduciary services offered by Tower Trust & Investment Company.
• Coordinate efforts with other management to ensure effective operation of the organization.
• Oversee the daily workflow of the fiduciary services including on-boarding new administrations and the management of existing administrations to ensure all fiduciary services are managed in a productive and effective manner that avoids undue risk and liability.
• Serve as the primary point of contact for client-requested estate planning document reviews.
• Oversight of the Will File including the communication strategy to those clients currently found in the Will File and the communication strategy to centers of influence to ensure growth.
• Assist in the preparation of budget, strategic plan and marketing plan.
• Serve on the Trust Investment & Account Review Committee. Responsible for reviewing investment portfolios of all accounts periodically.
• Review and sign trust vouchers.

Individual Contributor Role

• Administration of Personal Trusts, IMAs, IRAs and Estates, which includes counseling customers and being their primary point of contact concerning tax, estate and financial planning needs.
• Continuously looks for improvements in the overall administration process.
• Collection of reasonable fees for the administration of fiduciary accounts, including additional time & charges.
• Development and growth of Personal Trust, IMAs, IRAs and Estate accounts through the expansion of our existing book, generating referrals from other staff within the companies, and promoting trust and investment services to centers of influence and prospects outside the companies.
• Other Duties as Assigned

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills.
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to function well in a high-paced and at times stressful environment.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• A minimum of 5 years in Trust and Estate Administration, or 5+ years of investment experience with a desire to add Trust and Estate Administration to your skills
• A four-year degree or commensurate experience in Trust and Estate administration
• A CTFA, CFP, JD, or CPA designation will be given strong preference.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.

We will provide:

• An outstanding working environment with a great team
• Excellent pay and benefits
• Ongoing training
• A commitment to helping you be successful

If you are the person we’ve described above, we want to meet you. Why join us?

Why Tower Trust & Investment Company

We're a locally owned, independent trust company with $500M in assets under management and administration. Our team brings decades of experience in fiduciary services, estate settlement, and investment management. 

• Fiduciary-first: We are bound—ethically and legally—to act in the best interest of our clients. And we take that seriously.
• Client-centered: We don't believe in one-size-fits-all service. We listen, understand, and tailor solutions for every client's unique situation.
• People-powered: We celebrate achievements, encourage professional development, and empower employees to make a difference. You'll always know why your work matters.
• Collaborative environment: We work as a team to deliver excellent service, share knowledge, and support one another.

Tower Trust & Investment Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.