Willow Street operates globally from its offices in Jackson, WY. We provide corporate trustee and private family trust company advisory and administration services to a select number of US and international families. We strive to perform our duties at the highest professional standard, with the utmost integrity and discretion, and with a firm commitment to be there for our clients over multiple generations.

Relationship Managers are the primary client facing members in client services teams. Whether or not they are named as fiduciaries on a client relationship, they behave as if they are, serving with the utmost discretion, confidentiality, and respect for client privacy. Relationship Managers provide responsive client services and are responsible for quality control for all client deliverables, governance, and coordination.

Primary responsibilities:

• Maintain an overall understanding of client goals, dynamics, and relationships with advisors
• Provide thought partnership to clients, advisors, and team members
• Coordinate/process all onboarding, annual review, AP/AR deliverables and reporting
• Stay abreast of tax and other regulatory matters through professional development
• Participate in the preparation/review of financial statements and tax returns
• Ensure all governance controls are followed, and review organizational documents (i.e., trust agreements, operating agreements, bylaws) and follow prescribed procedures
• Organize, prepare for, participate in and document client meetings

Educational and professional qualifications:

• Bachelor’s degree
• 5+ years’ experience in an accounting, finance, management capacity of a professional office
• Proven ability to provide superior and responsive client service
• Superior written and verbal communication skills
• Collaborative work style, but equally capable of working independently
• Proven ability to meet deadlines and manage competing priorities
• Uses the utmost respect, confidentiality, and integrity in all situations