Education requirements:
Bachelors degree required, along with additional education received with attendance at financial and estate planning seminars, schools and/or additional college classes.
One or more of the following designations: Certified Financial Planner, Certified Trust and Financial Services Advisor or Certified Public Accountant.
Experience or Skill requirements:**
10-12 years of experience in Trust and Wealth Management preferred.
Experience in administering both revocable and irrevocable trusts, estates, investment agency accounts and IRAs.
Ability to have quality interactions with customers.
Experience and success in developing trust, estate and investment business.
Ability to interpret written policies and procedures, and government regulations.
Have a thorough working knowledge of fiduciary laws and regulations. Knowledge of investments and income taxation, both personal and fiduciary.
Advanced written, verbal, and interpersonal communication skills.
Thorough knowledge of all bank products and services.
Excellent computer and technology skills with advanced working knowledge of Microsoft Office.
Duties:
Participate in Board of Directors Trust Committee meetings as needed.
Service existing personal trust accounts, IRAs and investment accounts, including monitoring daily transactions, timely income distributions and payment of invoices
Gather and appraise estate assets, pay estate liabilities, file estate inventories and appropriate tax returns and distribute assets to beneficiaries.
Ensure safety of real estate holdings and maintaining adequate insurance.
Review account investment objectives and asset allocations periodically and realign portfolios as necessary. Monitor account investments and work with third party advisors.
Prepare and provide client and group presentations as needed.
Prepare and send tax information on a timely basis.
Initiate contact with account principals a minimum of two times per year to discuss objectives, reporting, investments, problems, concerns, etc.
Follow-up on requests by clients in a timely manner.
Represent Summit at professional, civic and community functions.
May be required to work flexible schedule to meet customer needs.
Sell and promote Trust and Wealth Management Services
Sell and promote bank products and services.
Other duties as assigned.
Relationships:
Internal Moderate contact with bank customers, customer service representatives and bank employees regarding accounts, specific transactions and problem resolution.
External Extensive contact with clients, attorneys and CPAs regarding accounts, specific transactions, portfolio management and problem resolution.
Summit Financial Group and the Subsidiaries are an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Salary Information: Annual Salary varies, based on experience.

Job Type: Full-time

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