Trust Officer

Massmutual Financial Group Enfield , NH 03748

Posted 3 months ago

Since 1851, MassMutual's commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We're people helping people.

A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.

Together, we're stronger.

Description

ROLE AND RESPONSIBILITIES

  • Maintain a diverse book of accounts; daily oversight while operating as the relationship manager and main point of contact.

  • Work with client, advisor and MassMutual Trust's Chief Investment Officer to develop individual investment strategies for each client. Output includes the development of the account's Investment Policy Statement.

  • Work with client, advisor and MassMutual Trust's Chief Fiduciary Officer to ensure accounts are administered according to the applicable governing documents.

  • Frequent reviews of administration and investments of the book of accounts

  • Scheduled meetings with clients and advisors to review and discuss their account(s). Discuss and confirm time horizon, account objectives and risk tolerance to confirm or adjust asset allocation.

  • Independently analyze client inquiries and requests, utilizing product and fiduciary knowledge to provide appropriate response/solution

  • Work with client advisors and their tax preparer to provide appropriate tax documentation.

  • Review, calculate and execute required distributions for IRA's and trust accounts.

  • Coordinate with business partners to ensure high quality, comprehensive customer service is provided

  • Maintain current knowledge of personal trust and investment products to ensure accurate handling of administrative responsibilities

  • Work closely/consult with MassMutual Trust's Investment and Fiduciary teams, Compliance Officer and Counsel.

MINIMUM REQUIREMENTS

  • 5 years Trust Administration and Fiduciary, Investment Management and/or Relationship Management experience.

  • The ability to work on multiple tasks/projects simultaneously is crucial. Strong organizational skills are necessary.

  • Excellent communication skills, both oral and written communication skills are required. Must be able to interact effectively with all levels of personnel, clients and outside contacts.

  • Bachelor's degree in Business, Finance or related area, or equivalent business experience.

  • Certified Trust and Financial Advisor (CTFA) preferred. It is expected that candidate is working towards completion of the CTFA, if not already acquired.

  • Must have an appropriate familiarity with fiduciary income taxation, trust investment management principles and Trust and Probate law.

  • Proficient with Microsoft Office suite (e.g., Word, Excel, PowerPoint, Outlook)

  • Familiarity with trust accounting systems

  • Occasional travel may be required

  • Must be authorized to work in the U.S without requiring sponsorship now or in the future

Ranked No. 93 in the annual FORTUNE 500 Ranking (FORTUNE Magazine, June 2018) and recognized as a World's Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

CORE VALUES

Focus on the Customer: We understand our customers well and look for every opportunity to deliver an experience that is clear, easy, personal, human, empowering and trustworthy.

Act with Integrity: We deliver on our promises by being open, honest and humble and by adhering to the letter and spirit of applicable laws, rules, regulations and company policies.

Value People: We respect and learn from each other's diverse backgrounds, experiences and ideas. We engage and develop people to their greatest potential.

Work Collaboratively: We work together to achieve results by actively listening, seeking, understanding and creating solutions as a unified team driving toward one company, one culture, one brand.

Achieve Results: We focus on winning by exceeding expectations and getting better everyone, every day.

For more information, visit www.massmutual.com or find us on Facebook, Twitter, LinkedIn, YouTube, Google+, Instagram and Pinterest.

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.


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Trust Officer

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