D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary: Manage client accounts in accordance with the terms of the governing document and in a manner consistent with the needs of principals and beneficiaries. This position is also responsible for developing quality client relationships, professional contacts, soliciting new accounts, and supporting the Financial Advisors of D.A. Davidson & Co.
Qualifications: •BA degree or equivalent education and related training
•Attorney, JD, or CTFA professional designation preferred
•Minimum of 5+ years in Trust Administration
•Graduate of Cannon or other field specific program
•Knowledge of current developments in estate planning and trust administration.
•Effectively administer fiduciary accounts and related agency accounts. Analyze and interpret legal instruments; Apply sound fiduciary judgment to trust matters.
•Identify and resolve client issues arising in the course of administration of an account and provide professional service to satisfy client needs.
•Review and approve initial account reviews. Develop and approve estate, trust, agency and ILIT account reviews.
•Solid understanding of the financial markets.
•Strong PC skills, to include Microsoft Outlook, Word & Excel
•Extensive knowledge of the interpretation and practical application of document provisions, probate law, taxes, investments and legal framework of estate and trust administration.
•Strong analytical skills and the ability to resolve questions arising from account administration.
•Excellent oral, written, and interpersonal skills and customer relation skills, leadership ability and social, professional etiquette.
•Seasoned sales and presentation skills and customer relation skills.
•Follow policies and procedures. Maintain client confidentiality.
•Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
•Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
•Ability to maintain regular, predictable attendance.
•Ability to travel as needed.
Duties: •Manage, prepare, develop and facilitate the delivery of trust services for both normal and the more complex estate plans to include:
•Multigenerational trusts with broad discretion among multi-family lines.
•Complex gifting situations
•Unusual family dynamics
•Litigation concerns
•Interaction with multiple co-trustees as well as family and professional advisors
•Closely held businesses
•Foundations
•Administration of complex estate settlements and new successor trustee appointments
•Participate in new business development.
•Regularly initiate contact with existing and potential customer referrals to expand/establish relationships and acquire additional assets.
•Retain client base by adhering to established client contact standards. Involve all team members as necessary.
•Promote trust services and establish new trust accounts in Davidson branches. Conduct product and referral training for Financial Professional's (FPs). Develop goodwill and provide assistance to any Davidson FPs and affiliates.
•Develop and cultivate external centers of influence (FPs, Attorneys, CPAs, etc.) and actively participate in community affairs and professional associations to facilitate the acquisition of new business and promote Davidson Trust Co. services.
•Identify client needs based on significant life events. Counsel clients on a variety of financially based life decisions. Execute decisions and manage financial risk for client accounts.
•Keep abreast of changes in legislations and regulations affecting estate planning and trust administration.
•Perform any other duties as assigned.
What we offer: Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Generous sick, vacation, and maternity/parental leave
•Paid holidays
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
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\nAt D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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