Role OverviewThe Taft-Hartley Director serves as a senior relationship manager for assigned custodial relationships within the Institutional Trust area, fostering long-term partnerships built on trust, responsiveness, and industry expertise.
What You Will Do
Responsibilities include ensuring compliance with governing plan documents, trust agreements, and applicable regulations, as well as driving business development by expanding existing relationships and cultivating new Taft-Hartley opportunities.
Why It Might Be a Fit
The ideal candidate will have strong communication and interpersonal skills, knowledge of trust account administration and operation practices, and the ability to mentor junior staff and contribute to the development of internal best practices.
Requirements
- High school diploma plus two years of trust administration experience or bachelor’s degree in finance and/or business
- Knowledge of trust account administration and operation practices and procedures
- Knowledge of rules and regulations as defined in ERISA
- Strong communication and interpersonal skills
Benefits
- Competitive compensation package
- Full health insurance (medical, dental and vision)
- 401(k)
- Life insurance
- Education Assistance
- Paid Vacation Days
- Employee Assistance Program
- Open-door work environment
- Opportunities for advancement
- Community Service Opportunities
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