Tennessee Licensed Trust Advisor
Posted yesterday
virtual vocationsDenver (CO)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelTrust, Fiduciary, and Custody Activities
SENIORITY
Lead
About the role
To support the administration of trust solutions, the full-time salaried Tennessee Licensed Trust Advisor will oversee trust account onboarding, manage ongoing trust administration, and educate internal teams while working in Nashville, TN or remotely.
Key Responsibilities:
Oversee the onboarding and ongoing administration of trust accounts, ensuring compliance and timely execution of distributions
Conduct relationship meetings with Advisors and clients to support effective trust management and service delivery
Educate and train internal staff on trust onboarding and administration processes to ensure adherence to policies and procedures
Required Qualifications:
Bachelor's degree required; advanced degree or relevant certifications preferred
10+ years of experience in trust administration or a related role
Recognized subject matter expertise in trust and estate solutions
Strong organizational skills with the ability to manage multiple priorities independently
Proficiency in Microsoft Office and experience with CRM platforms preferred
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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