Responsibilities

• Communicate with clients and their advisors regularly. Provide timely and thorough response.
• Attend client meetings, document issues discussed and coordinate follow up.
• Oversee account opening and closing procedures and review related documents.
• Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts

Qualifications

• 5 years minimum of client advisor to ultra high net worth clients.
• Bachelor's degree in related field
• Proficient in Microsoft Office Suite and Salesforce.