Personal Trust Associate

Job description

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing: The Personal Trust Associate provides trust administration service to trust clients, beneficiaries, attorneys and CPA's. The Trust Associate works with Trust Officers and Financial Advisors to facilitate the administration of trust accounts in accordance with the terms of the trust document. The Trust Associate must be familiar with the trust accounts in order to respond to various questions and be able to determine information to release or withhold from inquiries. What We're Looking For: - Assist in communication of trust activity to clients, beneficiaries, CPAs, attorneys, banks, money managers, insurance companies, and financial advisors. Perform administrative functions related to the review and interpretation of life insurance trusts. Follow-up to obtain original documents, contact insurance companies to gather information and to obta...