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Trust Advisor
Fidelity Southern Corporation
Atlanta, GA, United States
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Job Details
Description
The Fidelity Bank Promise: To be the Number One Community Bank with the Best Customer Service in Town. Fidelity Bank is a full-service bank with over 65 bank branches located throughout metro Atlanta and Florida. Additionally, Fidelity Bank operates Wealth Management, SBA, Commercial, Indirect Automobile Financing, Construction Lending, and Mortgage offices throughout the Southeast.
Position Summary:
The Trust Advisor manages trust and estate accounts and relationships in accordance with the Banks’s fiduciary responsibilities as trustee and executor. This role provides administration, retention, relationship management and development of trust and investment management relationships. The Trust Advisor will also participate in and may lead an extensive fact gathering process to understand all pertinent client information, financial goals, their unique needs and investment risk profile.
Essential Duties and Responsibilities:
• Manage trust, estate and investment management relationships, maintaining our fiduciary responsibilities.
• Maintain expertise on financial markets and investments, tax concepts and strategies, trust and other fiduciary rules and regulations.
• Review and interpret the governing instrument and applicable law in order to determine the duties and responsibilities of the bank and risks associated there within.
• Respond to client issues, anticipate client needs, and prepare for and lead client meetings.
• Respond to requests from beneficiaries for discretionary distributions.
• Oversee work performed by various Wealth Management operational groups to ensure the smooth operation of the trust and estate accounts, and investment management accounts.
• Oversee all work relative to terminating accounts and coordinate final distributions and closure of account.
• Assume responsibility for the orderly and efficient administration of all assigned accounts maintaining policies, procedures and regulatory requirements.
• Understand and comply with standard department practices of risk management, regulatory requirements, general trust policies and sufficiency of documentation.
Disclaimer: This job summary should not be construed to imply that these requirements are the exclusive standards of the position. Employees will follow any other instructions and perform other related duties as may be required by their supervisor.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.