SeattleRecruiter Since 2001
the smart solution for Seattle jobs

Client Advisor /Trust Officer, VP

Company: The Frey Consulting Group, Inc
Location: Seattle
Posted on: February 22, 2021

Job Description:

Our client is a leading and highly ranked Multi-Family Office with strong roots on the West Coast. Due to continued growth and expansion, they are looking for add a key member to their leadership team in Seattle. The Client Advisor will be responsible for growing and expanding the firm through their high touch and personalized model to Ultra-High Net Worth Individuals and Families. They foster a collaborative environment with unlimited opportunities to build out your role and make an impact within the firm.

  • Bachelor's degree is required, advanced degree is highly preferred, MBA or JD.
  • CTFA, CFP, CFA, CPA.
  • Minimum of 8 years of Trust and Estate Planning experience.
  • Minimum of 5 years of general Wealth Advisory and Portfolio Management experience interfacing with UHNW clients.
  • Minimum of 5 years of proven business development within the UHNW space.
  • Proficient knowledge and understanding of legal documents surrounding trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements.
  • Previous leadership experience.
  • Established network accounting and legal professionals in the local and regional markets.
  • Rapidly growing and well-established organization.
  • High visibility to Leadership with opportunities to expand the position and continued professional development.
  • Competitive base, bonus, and comp structure with excellent benefits.
  • Rewarding culture and team within a client focused, family-oriented firm.
  • Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes and estate planning.--
  • Continued development of new business. Developed through independent means, partnering with other departments and senior management, and utilizing professional networking and direct solicitation.
  • Manage a team of Client Advisory support individuals and delegate work to an assigned assistant.
  • Partner closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure client activities are properly handled.
  • Oversee the processes of opening accounts, drafting correspondence to clients, transferring/distributing assets.
  • Work with the investment team on scheduling clients' investment performance reviews and monitoring trades.
  • Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
  • Contribute to internal committees on an ongoing basis as apart of the senior team.--

Keywords: The Frey Consulting Group, Inc, Seattle , Client Advisor /Trust Officer, VP, Executive , Seattle, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Director of Engineering
Description: Director of Engineering in Seattle, Washington - Careers at Seattle, WA Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, (more...)
Company: OpenMarket
Location: Seattle
Posted on: 03/2/2021

Salon Manager - Renton Fred Meyer
Description: Salon ManagerGot shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more responsibility,
Company: Great Clips
Location: Pacific
Posted on: 03/2/2021

Senior Sales Director - Payor Solutions (Remote
Description: Senior Sales Director - Payor Solutions Remote Seattle, WA / Go-To-Market GTM - Strategic Alliances / Our Sr. Sales Director - Payor Solutions will help us further our mission by selling the Grand (more...)
Company: Roman Health Pharmacy LLC
Location: Seattle
Posted on: 03/2/2021


Regional Sales Manager - HVAC
Description: Join ABB and work in a team that is dedicated to creating a future where innovative digital technologies allow greater access to cleaner energy. ABB Motion is a pioneering technology leader, driving innovation (more...)
Company: ABB, Inc.
Location: Seattle
Posted on: 03/2/2021

Assistant Project Manager
Description: WHO WE ARE Supported by more than 3,000 employees in nearly 100 locations across the United States, we provide a full continuum of engineering and consulting services, including design, planning, architectural, (more...)
Company: Michael Baker International
Location: Seattle
Posted on: 03/2/2021

Co-Manufacturing Manager
Description: The primary purpose of this role is to lead technical, operational, commercial and financial aspects of a group of internal external manufacturer directly associated to the Nestl-- Coffee Partners. (more...)
Company: Nestle USA
Location: Seattle
Posted on: 03/2/2021

Director, Customer
Description: Expedia Group is closely monitoring COVID-19. To keep candidates and our employees safe, we have shifted all in-person interviews and onboarding globally to be held virtually until further notice. Data (more...)
Company: Expedia Group
Location: Seattle
Posted on: 03/2/2021

Salon Manager - University
Description: Salon ManagerGot shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more
Company: Great Clips
Location: Seattle
Posted on: 03/2/2021

VP of Sales
Description: We're looking for a VP of Sales--to join our Seattle office and take our team to the next level. The VP of Sales will be responsible for bringing strategic vision and leadership to an emerging sales team (more...)
Company: ExecuNet
Location: Seattle
Posted on: 03/2/2021

Case Manager Assistant
Description: Description If you are interested in applying for this position, you must apply directly using the link below: br br https://rn22.ultipro.com/SAL1002/jobboard/NewCandidateExt.aspx JobID 14146 (more...)
Company: The Salvation Army Western
Location: Seattle
Posted on: 03/2/2021

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Seattle RSS job feeds