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Senior Trust Case Manager
Job Description
Responsible for providing customer service and support to settlement planners, investment advisors and other third parties, including attorneys and prospective trust beneficiaries and clients, in compliance with laws, regulations and policies and procedures applicable to the Company. May manage associates at the discretion of Executive Management and/or Senior Management.
Role Responsibilities
- Independently source, develop, & expand business relationships/referral sources with settlement planners, investment advisors, an attorneys for new trust opportunities
- Effectively manage trust onboarding process for new trust and trust transfer opportunities including but not limited to preparation and gathering of all necessary documents and signatures to complete the Trust account opening, acceptance and installation process
- Partner and collaborate with Business Development and Trust Administration teams, settlement planners, investment advisors, and client trust counsel to ensure a smooth client transition
- Respond to referrals from the Business Development Team and follow up on service requests.
- May participate as a member of the Trust Committee as approved by the Board of Directors
- Work closely with the Chief Operating Officer to ensure Company is in compliance with state rules and regulations for conducting trust business
- Partner with leadership on process development & improvement
- May participate in special projects as requested by Executive and or Senior Management
- Travel to & attend business development opportunities
- Serve as a mentor & educator to colleagues
- Sets personal example of commitment, responsiveness, ethics, professionalism, courtesy and appearance
Job Requirements
- Bachelor’s degree or equivalent work experience required
- JD, CTFA, CFP or other advanced degree/certification preferred
- 7+ years of expertise in the area of personal trust administration, estates or financial services
- 4+ years of business development experience in the trust, settlement planning, or financial services industries
- Some travel required for business development opportunities
- Spanish speaking is a plus
Meet Your Recruiter
Nicole Mortell, CPC
Partner, Vice President of Sales
Nicole earned her Bachelor of Arts from UW-Oshkosh and began her staffing career shortly after graduation. Quickly, Nicole found her passion rising to top producer year after year and from there in 2006 she became one of the founding Partners of AllianceStaff. Today as Partner and VP of Sales and Marketing, she remains on the front lines of recruitment and client management, while simultaneously fostering the growth of AllianceStaff by identifying key business development opportunities and training team members to develop their own desks. Nicole partners with companies across a wide range of industries to understand their hiring needs and to help them build the best possible teams. She has been recruiting in Milwaukee for over 15 years and has developed a unique insight into the hiring needs of the local market. She creates strong business relationships, many of which turn into long-term friendships, attesting to the loyalty she has with her clients and candidates. She listens. She asks questions. And she understands that a great talent match never needs to be sold. Nicole intuitively knows when she’s found the right match, and her long track record of successful placements proves her skill.
In her free time you can find Nicole on the soccer field watching her twin boys play in rain, sleet or snow (true soccer mom!!), staying on top of fitness trends, checking out a new restaurant with her girlfriends, traveling with her husband Tom or snuggling with her baby girl Mariah (Australian miniature Labradoodle.)