Eastern Wealth Management, Relationship Manager II job in Duxbury at Eastern Bank

Responsibilities: 

• Manages account portfolios in accordance with client’s investment policy.  Ensures adherence to equity and fixed income investment strategies.
• Represents Eastern Wealth Management (EWM) at meetings of boards of directors, investment policy committees, etc. of charitable institutions for which EWM provides a service.
• Participates in department administration by mentoring others, ensuring asset quality and recommend procedures and policies, as needed.
• Seeks out new business opportunities from assigned accounts and other sources and assists other officers with their new business efforts.
• Specific trust and estate administration responsibilities include, but are not limited to:
  • Obtaining and maintaining appropriate documentation on accounts
  • Ensuring that all account assets are collected and properly valued
  • Ensuring that beneficiaries receive remittances and periodic statements in compliance with the governing instrument and applicable state law
  • Communicating with grantors and beneficiaries to determine their financial needs and outside resources
  • Authorizing or recommending discretionary distributions
  • Working with the  tax vendor, or with attorneys and  accountants, to ensure that fiduciary income tax and estate tax returns are prepared and filed in a timely and accurate manner
  • Terminating accounts in accordance with the terms of the governing instrument
  • Filing and arranging for the allowance of probate accountings
• Act as account officer for 200+ accounts, the actual number being dependent upon several variables, including size, complexity and number of relationships.

REQUIREMENTS:

• A bachelor’s degree is required. Master’s degree is preferred. 
• 5+ years of wealth management industry experience, or equivalent education and/or certification 
• CFP preferred, but not required
• Excellent written and oral communication skills
• Knowledge of fiduciary law, fiduciary income taxation, trust, estate taxation and estate planning
• Excellent written communication skills
• A minimum of 3-5 years’ experience in the financial services industry or related field with knowledge of trust administration, portfolio management, and estate planning
• Should have excellent interpersonal, communication, business development, account management, and relationship building skills.
• Strong sense of client service, satisfaction, and retention with an eye for needs identification, problem solving and the consultative sales approach
• Possess proven abilities advising and building strong client relationships
• Trust certifications, attendance at Trust Schools, law degrees and CFP® designation are all preferred.
• The ability to work autonomously 
• Meaningful Community involvement and network on the South Shore, Cape Cod and/or Rhode Island and familiarity with the south shore