Financial Manager AMT

What The Role Is

Responsible for the management of a portfolio of specialty assets held in trust or estates and will maintain the compliance of all account assets in accordance with the Privately Held

Investment policies and procedures. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc. Assist with training staff on new processes, systems, programs, etc.

How You will Make an Impact

• Ensure proper administrative and reporting procedures are conducted for each asset, while ensuring policy compliance and operating efficiency.
• Maintain control of liability to the account and to the bank that may result from asset management decisions and escalate issues to management in a timely manner to mitigate risk.
• Establish an open communication with the account officer and advise him/her of decisions or events which will affect the trust or estate.
• Monitor key performance indicators for assigned assets to ensure coding is correct, deficiencies are identified, and vital documentation is maintained.
• Maintain professional communication with third parties.
• Document all significant events, decision making steps, and decisions.
• Assist in the creation of Committee compliance items.
• Travel in and around the southeast, primarily, will be necessary at times.

Who You Are

• Bachelor's degree in trust management or equivalent education and related training.
• Six or more years of experience in trust, estate, or asset management and/or have participated in an enterprise sponsored Leadership Development Program.
• Demonstrated management and coordination skills in a professional or financial service environment
• Strong quantitative analysis skills
• Excellent verbal and written communication skill
• Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
• Ability to work independently.
• Strong proficiency in basic computer applications, such as Microsoft Office software Products.
• Graduate level trust school program (ABA, Cannon, or other comparable provider)
• Graduate of an enterprise sponsored Leadership Development Program. Banking or financial services experience, with an emphasis on the Wealth Trust and Estate client segments
• Knowledge of Operational Procedures and systems.
• Certified Financial Planner, Certified Public Accountant, and/or Certified Trust and Financial Advisor.
• Regular and reliable attendance
• Works cooperatively with others

If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.