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Title
Client Advisor
Location : Texas, Houston
Refer job # GQOW337357
 
Job Responsibilities and Requirements: Responsibilities: -Client Service Regular client communication, including responding to client and advisor inquiries. Attend client meetings as directed by Senior Client Advisor. Document issues discussed and coordinate follow up utilizing CRM. Oversee preparation of client meeting presentation books. Create custom reports proactively and at client request. Document written and verbal communication with clients and their advisors in CRM. Input client information in CRM and update as needed. -Account Administration Oversee account opening and closing procedures and review related documents prepared by account team. Review deeds, wills, trusts and establish necessary automated reminders, remittances, etc. Coordinate with Bessemer fiduciary counsel as needed to ensure administration is in accordance with governing documents. -Investment Management Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition. Monitor daily overdraft report and work with account team to resolve overdrafts. Coordinate client requests for funds including regular remittances and disbursements. Prepare asset allocation simulation modeling for clients. -Trust Administration Prepare initial and annual trust reviews. Prepare requests to SIDD committee for all discretionary distributions from trusts and for all special investments in trust. Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. Make required distributions from charitable remainder trusts (CRTs), charitable lead trusts (CLTs) and private foundations. Coordinate annual unitrust payments and private foundation grant payments with tax department. Process gifts to charity and family. Prepare and send Crummey letters as appropriate. Coordinate with tax department (or clients outside tax preparers) on reporting gifts to, and use of GST exemption on gift tax returns for, irrevocable trusts. -Compliance Responsibilities Prepare Annual Relationship Review. Comply with all regulatory requirements -Other duties and responsibilities as assigned. Qualifications: Bachelors degree in a relevant field (Business Administration, Finance, Economics, Law, Taxation) required. Masters preferred. Four to ten years related experience or equivalent combination of education and experience. Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. Suggested: CTFA or CFP or current law license or current CPA Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years.
 
 
 
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