Personal Fiduciary Services Support Manager The Manager, National Personal Fiduciary Services Support is responsible for maintaining healthy business relationships with clients, ensuring that support teams provide the highest quality services for the clients, following their deliverables and business requirements. They will also manage and create consistency within the support functions by assessing talent and job duties and streamlining processes. Position Responsibilities: Client / Account Management * Manage transactional activity for a moderate number of personal trust accounts, ensuring high-quality service and attention to detail. * Coordinate the maintenance, transfer, and pre closure tasks of trust accounts by obtaining necessary information from clients and financial advisors and working with other relevant teams across the trust organization. * Act as a point of contact for escalations from the team reporting up through the manager, resolving complex issues and ensuring client satisfaction. Operational / Risk Responsibilities * Work closely with trust advisor management team to ensure seamless support and coordination between team's advisory / relationship management and transactional client assistant teams. * Provide guidance to the trust client assistants on best practices to coordinate the opening, maintenance, transfer, and pre closure tasks of trust accounts by obtaining necessary information from clients and financial advisors and working with other relevant teams across the trust organization. * Identify opportunities for process improvements and implement changes to enhance efficiency and effectiveness. Team Management * Oversee and manage a team of Trust Client Assistants, ensuring they have the resources and support needed to perform their roles effectively. * Establish expectations and metrics that ensure the highest quality and timeliness of client service. * Drive adherence to system best practices across all systems used by this team including, but not limited to, trust accounting systems, client relationship management software, and other systems. * Monitor and evaluate the performance of team members, providing regular feedback and conducting performance reviews. * Develop and implement training programs to enhance the skills and knowledge of the team reporting up through the manager. * Recruit, train, mentor, and manage the trust team to ensure high performance, professional growth, and alignment with the organization's strategic goals. * Monitor and manage the performance of trust client assistants, ensuring high levels of service and professional growth. * Ensure team members are knowledgeable about trust regulations and compliance requirements. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled