Eastern Wealth Management Relationship Manager III

Duxbury, MA
Full-time

RESPONSIBILITIES:

  • 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.

REQUIREMENTS:

  • 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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