F&M Trust
  • 11-May-2018 to 10-Jul-2018 (EST)
  • Trust
  • Camp Hill, PA, USA
  • Salary
  • Full Time

Comprehensive Benefits Package plus Performance Bonus


SUMMARY OF POSITION:

Responsible for providing trust, administration, investment, estate and retirement services to customers of the Investment and Trust Services department; achieving customer service and sales goals as established in the Investment and Trust Services department's annual operating plan; complying with operating policies and procedures established for the trust administration function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports; and, demonstrating a commitment to community involvement.

KEY ACCOUNTABILITIES:

 1. Provides trust, administration, investment, estate and retirement services to customers of the Investment and Trust Services department:

  1. Provides customers with complete trust services.
  2. Assumes responsibility for the administration and discharge of the bank's legal responsibility for all assigned trust accounts as follows:
    1. Makes a complete analysis of requirements of the assigned accounts; studies nominating instrument, determines cash requirements and anticipates tax consequences; prepares complete report.
    2. Reviews trust agreements in setting up accounts to determine fiduciary responsibilities.
    3. Arranges meetings with clients or other interested parties of accounts as necessary.
    4. Directs the collection, appraisal, safekeeping, disposition and accounting for all tangible personal property in accordance with the terms and conditions of the fiduciary agreement under which the bank is appointed and the policies and procedures of the Investment and Trust Services department.
    5. Confers with clients, heirs, attorneys and other interested parties as necessary over the life of the account to explain the bank's role, resolve problems, establish the needs and interests of each and provide assistance.
  3. Monitors the cash and investments of each account with consideration of the objectives of the accounts, the needs of beneficiaries and cash requirements for taxes and distribution as illustrated by the following:
    1. Reviews portfolios on a regularly scheduled basis and recommends changes to management.
    2. Monitors uninvested cash and overdrafts in accounts and works with investment area.
    3. Prepares reports and recommendations on ways to better meet trust account objectives.
    4. Maintains an active awareness of changes in legal requirements which may affect trust accounts.
    5. Prepares and maintains status records and reports on business development and financial planning activities; prepares various reports, statements and forms including tax, regulatory and other governmental forms as required.

REQUIRED SKILLS:

Proficient reading, writing, grammar and mathematics skills; a thorough knowledge of current trust regulations.  Also required are strong communication skills; and, well-developed interpersonal skills (with sales orientation).  Must have the ability to deal tactfully and efficiently with fellow bank employees and customers.  Must be able to work at a pace that ensures that established deadlines are met.

REQUIRED EDUCATION:

A B.S. or B.A. degree in a related field of study is preferred; or, equivalent combination of education and specialized training related to investments and trust services.  Series 7 and 63 Licenses helpful.

REQUIRED EXPERIENCE:

A minimum of two (2) years' experience in related positions.  

SIMILAR POSITIONS:

Other financial institutions may call positions of similar responsibilities on the following: Financial Advisor, Wealth Manager, Wealth Advisor, Investment Advisor, Investment Manager, Trust Officer, Investment Officer, and many others. 

F&M Trust
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