Plante Moran | Trust Manager

Responsibilities

• This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
• Please review the position description for the applicable geographic location.
• Prepare and review materials for, and participate in, Trust Administration and Trust Investment Committees to provide oversight and governance of trust activities.
• Maintain regular and proactive contact with grantors, beneficiaries, legal counsel, financial advisors, and other interested parties to discuss and advise on trust-related issues.
• Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients, delegate and manage staff work, and coach and mentor staff through career development and performance management activities.
• Build and maintain strong relationships with clients by demonstrating empathy and understanding, effectively managing difficult family situations, and navigating family dynamics with sensitivity and professionalism.
• Contribute to the internal management of the organization through participation in specified initiatives and projects.
• Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model.
• Plante Moran is committed to a diverse workplace.
• Plante Moran maintains a drug-free workplace.
• Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
• Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including asset oversight, fund disbursement and receipt, discretionary decisions, documentation, fiduciary duties, and client-specific planning and interpretation.
• Integrate knowledge of holistic financial planning including investment management, estate planning, insurance, income tax planning, cash flow planning, philanthropic planning, retirement planning.
• Engage in practice development, client expansion, and cross-serving to grow the practice by generating leads, meeting with future appointments, maintaining a network of internal and external referral sources, and achieving personal marketing plan and business development goals.
• Highlights include health, dental, vision, disability, and life insurance.

Requirements

• 4-6 years of experience in Personal Trust Account Administration, financial planning, investments, and/or estate planning is required.
• Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.
• Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
• Detail-oriented leader with strong problem-solving, analytical, and communication (written and verbal) skills.

Plante Moran

Plante Moran is an employer hiring in India (sector: Audit / Consulting / Advisory).

Its finance, accounts, audit and tax openings in India are mostly in Southfield, Chicago Riverside Plaza, Denver Tech Center and Wakefield.

• Industry: Audit / Consulting / Advisory