REQUIRED SKILLS and ABILITIES
Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients.
Stay up to date with financial software and applications and fully understand how technology supports the role and TrustBank's high standards of servicing.
TECHNICAL SKILLS
Ability to utilize Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.
EDUCATION and/or EXPERIENCE
Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience.
Effective communicator and collaborative professional.
Requires a university/college degree in finance, economics, or related areas.
QUALIFICATIONS and KEY ATTRIBUTES
To perform this job successfully, an individual must be effective in client relationship servicing and development.
You must be able to effectively engage clients, to determine their needs.
You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision.
Will require travel across regional locations.

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