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Savant Private Trust Specialist I

Company: Savant Wealth Management
Location: Rockford
Posted on: November 24, 2022

Job Description:

Collective Wisdom. We're Better Together.At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.If you want to be part of a culture that is defined through strong values - Savant is right for you.Description & Requirements for Our Savant Private Trust SpecialistAs a member of the Wealth Transfer Team, the Savant Private Trust Specialist I is an estate planning specialist who coordinates activities with Savant's corporate trustee service providers, assists with settling deceased client accounts, and provides estate and financial planning services to clients as part of Savant's Ideal Futures Wealth Transfer Process.The Savant Private Trust Specialist I is responsible for performing a variety of tasks, including serving as a point of contact for trust beneficiaries, preparing corporate trustee account transition paperwork, assisting trust beneficiaries with distribution request forms, assisting with deceased client workflows, and reviewing client estate plans to create client deliverables.The Savant Private Trust Specialist I can expect to focus in the following areas:Proactively communicate with external trust beneficiaries and internal Savant team members on the status of trust administration mattersGather and review client estate planning documents, financial statements, tax returns and all other information necessary to complete trust company related paperwork and other Wealth Transfer deliverablesAssist with Savant's deceased client process in coordination with the client service, advisory, and estate and trust administration teamsPrepare Wealth Transfer Service deliverables, which may include:Wealth Transfer Diagrams and SummariesWealth Transfer ReportsWealth Transfer AuditsComplex estate tax modelingAssist with the creation and maintenance of up-to-date client education and marketing materials Act as a resource for advisors and clients by fielding estate planning related questionsAct as a resource for advisors and Client Service Representatives for account titling and beneficiary designation questionsConduct estate and gift tax researchAssist with internal Wealth Transfer presentations or other advisor education activitiesAssist with the maintenance and compilation of tax research, reference libraries, and estate/financial planning softwareAssist with the development of Wealth Transfer workflows and other advisor support systemsCultivate client relationships, while providing excellent customer serviceAssist with the creation of estate planning content for use in blogs and other Savant marketing materialsMaintain a team approach by assisting and filling in for othersThe Savant Private Trust Specialist I position typically requires the following qualifications:Bachelor's Degree in Business Administration, Finance, Accounting or related field from an accredited college or universityCertified Trust and Financial Advisor (CTFA) preferredPrior experience working at a trust company or trust department of a bank is preferredDesire to develop experience in comprehensive financial planning or estate and trust administration services with demonstrated ability to read, interpret, and analyze trust and other estate planning documentsFinancial planning/wealth management acumen, judgment and experienceProven client-facing experienceProficiency with Word, Excel and Outlook, as well as financial planning and estate modeling softwareStrong analytical and organizational capabilitiesDetail-oriented with a high degree of accuracyExcellent communication and listening skillsClient first attitudeTeam player, collaborative, able to work with and through othersThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.Any combination of equivalent education and work experience will be considered.Savant Capital LLC, is an Equal Opportunity Employer

Keywords: Savant Wealth Management, Rockford , Savant Private Trust Specialist I, Accounting, Auditing , Rockford, Illinois

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