Hallmark's Charitable and Crown group operates a private trust company that manages a sophisticated investment portfolio, provides trust management, financial reporting, tax compliance and other services for its clients.  Clients include individuals, partnerships, corporations, trusts and private foundations. 

We are seeking a Relationship and Trust Officer to work with our clients to meet their various personal financial needs in alignment with their individual goals.  This role acts as the “front door” for their designated clients to engage with the office and is responsible for the completion of banking and lending needs, budgeting, real estate transactions and estate planning.  The Relationship and Trust Officer leads a cross-functional internal team to then provide proactive, client-focused service in support of meeting all the client needs, from day-to-day administration as well as ad hoc requests.  As the client’s advocate the Relationship and Trust Officer leads the team in strategic analysis of options to help the client make educated decisions.  This person will be responsible for administering a large portfolio of trust and acts in a supporting role for the Senior Relationship and Trust Officer, trust beneficiaries, attorneys and outside vendors to ensure efficient handling of all service needs, including compliance exams, trust distributions, property management and real estate activities.  While the Relationship and Trust Officer has no direct reports, the leadership role they play in directing the cross-functional client teams is significant.

Strong relationship building, consulting and communication skills, as well as financial acumen are critical to the success of this role as the relationship and trust officer works to deliver best-in-class service to our clients.  We are looking for someone whose personal leadership and fit with our culture are as strong as their leadership skills.

Requirements:

To be considered an applicant for this position you must show how you meet the basic qualifications of the job in a resume or document you upload, or by completing the work experience and education application fields.  Accepted file types are Microsoft Word (DOC or DOCX), PDF, HTML, or TXT.  Individual file size attachment limit is 10 MB.

In compliance with the Immigration Reform and Control Act of 1986, Hallmark Cards, Inc. and its subsidiary companies will hire only individuals lawfully authorized to work in the United States. Hallmark does not generally provide sponsorship for employment. Employment by Hallmark is contingent upon the signing of the Employment Agreement, signing of an agreement to arbitrate in connection with the Hallmark Dispute Resolution Program, completing Form I-9 Employment Eligibility Verification, passing the urinalysis drug screen, education verification and satisfactory reference and background checks.

BASIC QUALIFICATIONS

• Bachelor’s degree
• 3+ years of experience in trust management possessing technical fiduciary knowledge in the areas of law, tax investing, regulations, compliance as well as estate planning
• Experience with Microsoft Office Word, Excel and PowerPoint

PREFERRED QUALIFICATIONS

• Position will require completion of a 3 year trust certification program leading to obtaining the CTFA designation
• Ability to travel domestically up to 50% of the time, with some heavier seasons of travel
• Ability to work in a professional, high net worth and confidential environment
• Strong client service orientation, ability to build strong relationships and effectively consult with diverse clientele
• Understanding of financial concepts as well as tax concepts
• Ability to translate complex information into understandable language, and effectively communicate both written and verbally
• Strong collaboration skills and a track record of successfully leading a team to get results
• Overall positive attitude, drive for results, works autonomously and holds self to a high level of personal leadership
• A change embracer who is motivated to make a difference