Eastern Wealth Management Relationship Manager III
Manages account portfolios in accordance with client’s investment policy. Ensures adherence to equity and fixed income investment strategies.
Represents Eastern Wealth Management (EWM) at meetings of boards of directors, investment policy committees, etc. of charitable institutions for which EWM provides a service.
Participates in department administration by mentoring others, ensuring asset quality and recommend procedures and policies, as needed.
Seeks out new business opportunities from assigned accounts and other sources and assists other officers with their new business efforts.
Specific trust and estate administration responsibilities include, but are not limited to:
Obtaining and maintaining appropriate documentation on accounts
Ensuring that all account assets are collected and properly valued
Ensuring that beneficiaries receive remittances and periodic statements in compliance with the governing instrument and applicable state law
Communicating with grantors and beneficiaries to determine their financial needs and outside resources
Authorizing or recommending discretionary distributions
Working with the tax vendor, or with attorneys and accountants, to ensure that fiduciary income tax and estate tax returns are prepared and filed in a timely and accurate manner
Terminating accounts in accordance with the terms of the governing instrument
Filing and arranging for the allowance of probate accountings
Act as account officer for 200+ accounts, the actual number being dependent upon several variables, including size, complexity and number of relationships.
A bachelor’s degree is required. Master’s degree is preferred.
5+ years of wealth management industry experience, or equivalent education and/or certification
CFP preferred, but not required
Excellent written and oral communication skills
Knowledge of fiduciary law, fiduciary income taxation, trust, estate taxation and estate planning
Excellent written communication skills
A minimum of 3-5 years’ experience in the financial services industry or related field with knowledge of trust administration, portfolio management, and estate planning
Should have excellent interpersonal, communication, business development, account management, and relationship building skills.
Strong sense of client service, satisfaction, and retention with an eye for needs identification, problem solving and the consultative sales approach
Possess proven abilities advising and building strong client relationships
Trust certifications, attendance at Trust Schools, law degrees and CFP® designation are all preferred.
The ability to work autonomously
Meaningful Community involvement and network on the South Shore, Cape Cod and/or Rhode Island and familiarity with the south shore
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