VP / Head of Services

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.

Assist the President in the process of recruiting, interviewing, hiring, and training fiduciary staff.
Provide constructive and timely performance evaluations.
Develop and grow staff in accordance with company policy.
Department Management Role
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.
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.
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.
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.
Excellent interpersonal and customer service skills.
Excellent time management skills with a proven ability to meet deadlines.
Proficient with Microsoft Office Suite or related software.

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

Ongoing training
A commitment to helping you be successful

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.
We don't believe in one-size-fits-all service. We work as a team to deliver excellent service, share knowledge, and support one another.
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.