About this opportunity
Plante Moran lists this Trust Manager: Client & Governance Leader opportunity in grand rapids, Michigan. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Plante Moran is seeking a Personal Trust Administrator to manage irrevocable and charitable trusts, agency accounts, ILITs, and estates. You will participate in Trust Admin and Investment Committee oversight and maintain ongoing client relationships with grantors, beneficiaries, and advisors.
The role requires 4–6 years in trust or financial planning, a Bachelor’s in Business, and preferred JD/CTFA or CFP/CPA credentials.
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Worksite address
grand rapids, MI, 49528, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.