Trust Advisor

Ameris Bancorp, Atlanta Georgia

Ameris Bank is a high-performing community bank providing an exceptional customer experience with well trained, empowered employees. At Ameris, we look outside conventional wisdom and processes to find new answers. This means cutting red tape, empowering our people to make decisions at the local level and creating clear paths and easy touchpoints. We represent energy and passion, a steady strength that is bold and assertive, creativity in thinking and problem solving, a scrappy determination and nimble approach to getting things done, a good natured, genuine and approachable way of serving each other and our customers. We look forward to the future, and what this means for you, if you join our team.The Trust Advisor position is responsible for managing trust and estate accounts and relationships in accordance with the Banks's fiduciary responsibilities as trustee and executor. Provide administration, retention, relationship management and development of trust and investment management relationships. Participate in and may lead an extensive fact gathering process to understand all pertinent client information, financial goals, their unique needs and investment risk profile. Other duties as assigned.Essential Functions, Duties, and Responsibilities:*
  • Manage trust, estate and investment management relationships, maintaining our fiduciary responsibilities.* Maintain expertise on financial markets and investments, tax concepts and strategies, trust and other fiduciary rules and regulations.* Review and interpret the governing instrument and applicable law in order to determine the duties and responsibilities of the bank and risks associated there within.* Respond to client issues, anticipate client needs, and prepare for and lead client meetings.* Respond to requests from beneficiaries for discretionary distributions.* Oversee work performed by various Wealth Management operational groups to ensure the smooth operation of the trust and estate accounts, and investment management accounts.* Oversee all work relative to terminating accounts and coordinate final distributions and closure of account.* Assume responsibility for the orderly and efficient administration of all assigned accounts maintaining policies, procedures and regulatory requirements.* Understand and comply with standard department practices of risk management, regulatory requirements, general trust policies and sufficiency of documentation.Required Knowledge, Skills and Competencies:* Legal, tax and financial concepts experience* Intermediate to advanced proficiency in MS Word and ExcelIndustry and Work Experience:* 8+ years of Trust/Estate administration experienceAcademic:* Bachelor's degree requiredDisclaimer:The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
  • Browse Jobs

    No Chats Here Yet
    Start a conversation with recruiters about jobs you're interested in