Company Description

Ohana Fiduciary Corporation, based in Seattle, WA, is a Washington State chartered Trust Company and Certified Professional Guardianship Agency. The company excels in various fiduciary roles, including trust administration, estate administration, agency services, and conservatorships.

Role Description

This is a full-time, on-site role for an Account Manager at Ohana Fiduciary Corporation. The Account Manager will be responsible for managing various fiduciary roles, including trustee appointments, estate executor appointments, agencies, and court ordered conservatorships. Key responsibilities include managing client budgets, overseeing investments, processing annual reports, conducting annual reviews, managing client relationships, as well as providing trust services to a variety of high net worth and other clients. The right candidate for this position will be well versed in these fiduciary relationships and able to manage a book of clients in a professional yet personal manner. 

Responsibilities

• Serve as primary point of contact for book of clients, managing all aspects of account administration including budgeting, cash flow analysis, investment oversight and account distributions. 
• Review of trust instruments, court documents and other governing instruments, preparation of cash flow analysis, discretionary distribution requests, and periodic trust reviews.
• Oversight of investment management accounts including the coordination of opening and closing accounts, money movement and management, account maintenance, and maintenance of and adherence to investment policy statements.
• Manage relationships with clients to deliver a high-quality experience unique to the client’s goals while following the terms of relevant governing documents.
• Ensure compliance with regulatory and legal requirements related to client accounts and portfolios.

Qualifications

• Fiduciary and Finance expertise
• Experience in Trust Services
• Degree in Finance, Business, Law, or related field
• JD, CPA, CTFA, or CTA and a minimum of 3 years’ experience, or at least 10 years' experience in trust administration

Desired Skills

• Strong analytical and problem-solving skills
• Coherent and effective written communication skills
• Excellent communication and interpersonal abilities
• Detail-oriented and organized approach to work
• Ability to work collaboratively within a team
• Ability to follow policies, procedures, and regulatory requirements