Senior Trust Relationship Officer, Team Lead - Greenleaf Trust Delaware

W H O WE ARE

A t Gr e e nle a f Trust Delaware, o ur t e ams a re d e d ic a t e d to p r o v i d ing the high e s t l e ve l o f c o m p re he n s i v e weal t h manag e me n t se r v ices, t r ust ad m inistrati o n a n d retirem e n t p l an se rv i c e s . We adh e re t o t he hig h e s t s tan d ar d s o f fi d u c ia r y e x ce l l e n c e w h i l e p r o v i d ing c us t o m iz e d s o lut io ns a n d highly p e rsonal se rv i c e to o ur client s .

SU MMA RY

M a n age c l i e nt rela t i o n s h i p s to p e rf o r m a c ti v ities rela t ed to o ur r o le as trus tee , ag e nt a n d / o r c u s to d ia n .

YOUR ROLE IN SERVING OUR CLIENTS AND ASSISTING DIVISIONS INCLUDES :

C lient Service :

• R es po n s i b le f o r p r o a c ti v e c l i e n t c o nt a c t p ro v i d ing "high touc h " c o m m uni c ati o n a n d se rv i c e to cli e nt s .
• H e lp c l i e nts d e fine t he ir n ee d s , g o als, and ob j e c t i ves . Ass i s t w ith t h e d eve l op ment of a  p e rsonali z e d W e alth M a nag e me n t P lan at t h e o n se t of t h e relati o n s hip as w e ll as d e v e l op ment o f o ng o ing s trat e gies to a c hie v e t h e c l i e nt's n e a r - t e rm g o als a n d u l timate lega c y p lan ob jec ti v es .
• D eve l o p a n d ma i ntain a b a s is of k n o wl e d ge in ke y ar e as o f tru s t a n d e s ta t e p lan n ing,  in ve s tm e nt m a nag e m e n t , r e tirem e nt p l a n ning, a nd tax p lan n ing.
• E d u c ate c l ie nts a nd trust b e n e fi c ia r i e s o n t h e t e r ms and re q ui r e m e nts o f t h e trus t .
• S o lve p r ob lems f o r cl i e nts usi n g re s o ur c e s o f t h e e ntire G reenl e af t eam.
• C oo r d ina t e with c l i e nt's o t he r p r o f ess i o nal a d v iso r s , su c h a s legal and t a x advi s ors.
• Fa c i l itate e f f e c ti v e r e po rting a n d c o m m uni c ati o n to cli e nts a nd o t he r i n t e re s t e d p arti es.
• Ov e rs e e all a c c o unt re c e i p ts a n d d isbu r se men t s .
• Ov e rsee and m o nit o r all a cc o unt a c ti v ity in c lu d ing the p r o ce s s o f tra ns f e r r ing fu n d s , sec ur i ti e s , and o t he r a s se t s .
• En s ure t h a t a pp r op r iate a n d relative a cc o unt doc u m e ntati o n is on fil e .

New Business Development :

Fiduciary Excellence :

Support Greenleaf Trust Team Members :

Continuing Education :

Partici p ate in c o nt i nuing e d u c ati o n oppo rtuniti e s in es ta t e p lan n ing, t a x , a nd IRA ar e as to remain c ur r e nt with n e w d eve l op men t s in t h e ind u s tr y .

M I N IMUM EDUC A TI O N / EXPERI E N CE R E Q UI R ED

PHYSIC A L R E Q UI R E M E N TS

W ORK E N V IR O N M E N T

Pr o f ess i o nal, w e l l -ma i n t ain e d o ffi c e e n v i ro nme n t w ith am p le ligh t ing a n d ve ntilati o n.

OT H ER