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Dahl Consulting
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Fiduciary Advisor
Posted: 11/13/2024
2024-11-13
2025-01-04
Employment Type:
Permanent
Category: Accounting & Finance
Job Number: 27346
Job Description
Seeking a new job opportunity? Don’t miss this role! Dahl Consulting is currently partnering with a leader in the banking industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Fiduciary Advisor for a permanent role. Interested? Get more details below!
To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225.
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
- Worksite Location:Â Lake Elmo, MN
- Manage, develop, and oversee a diverse portfolio of trust accounts, estates, and fiduciary relationships, ensuring our fiduciary obligations are paramount
- Originate and review distribution requests for content and appropriate supporting documentation, review of Power-to-Adjust Requests, etc., including coaching internal client team members on appropriate submission content
- Review and offer guidance on sophisticated inter-vivos and testamentary trust instruments for affluent and high-net-worth clients and prepare accurate abstract/synopsis of relevant provisions
- Review and offer guidance on wills and estate plans, working to ensure the proper administration and compliance with the law
- Issue spot newly accepted trusts to provide proper account setup guidance to internal colleagues
- Prepare initial trust reviews for newly opened trust accounts to assist internal colleagues and ensure accurate administration from inception
- Oversee the trust termination process when trusts terminate, including drafting of appropriate letters, receipts, and file correspondence
- Serve as a resource for internal colleagues in all aspects of the administration of trust accounts where the company serves as trustee, including specialized accounts and assets
- College degree required; Law degree and/or CTFA designation preferred
- 5+ years of experience in personal trust administration
- Working knowledge of trust and fiduciary law and investment management as it relates to trust and fiduciary responsibilities
- Working knowledge of basic income tax, estate tax, gift tax and GST tax
- Working knowledge and previous success interpreting trust and fiduciary instruments, and directing actions in accordance with those instruments
- Comfortable interacting with individuals of significant wealth
- Trustworthiness and personal integrity that is beyond reproach
- Excellent analytical skills and attention to detail.
- Excellent oral and written communication skills, as well as the ability to deal effectively with a wide variety of people - a team player.
- Ability to handle multiple competing priorities and organize tasks effectively
- Ability to work independently and self-start projects
- Willingness to travel occasionally
To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225.
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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Login to save this search and get notified of similar positions.About Lake Elmo, MN
Ready to kickstart your career in the tranquil and promising surroundings of Lake Elmo, Minnesota? This picturesque region, situated just east of St. Paul and Minneapolis, offers job seekers a blend of small-town charm and big-city opportunities. With its close proximity to the bustling Twin Cities metropolitan area, Lake Elmo provides a unique balance of serene natural beauty and urban conveniences. Explore job opportunities in this thriving area, home to beautiful parks like Lake Elmo Park Reserve and historical sites like the Stone House Museum. Indulge in delicious local cuisine and visit art galleries like White Bear Center for the Arts or theaters like The Phipps Center for the Arts. Discover why Lake Elmo, MN is the ideal place to grow your career and experience the best of both worlds.