Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Advisor III in our Comerica Advisor Solutions group, is responsible for serving as relationship manager for a book of business by providing insight to specific trust documents, overseeing overall estate planning, and working directly with our Financial Advisor partners. This position's direct involvement in business development is expected to contribute to the achievement of the annual net new business goal for the division.
Position Competencies
Successful incumbents possess effective communication skills, problem solving skills, appropriate functional and technical skills, the ability to multi task, meet service standards and are focused on the customer.
Manages more routine accounts in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen.
- Bachelor's Degree from an accredited university
- 6 years of experience serving as an account administrator in a specific area of expertise to include trust administration, investments or insurance in a client service capacity
- 6 years of business development experience in trust administration, investments or insurance
Work Best Category:
Category C - Days in the office will either be designated days or will vary week to week from 2-5 daysHours:
8:00am - 5:00pm Monday - FridaySalary:
To Be Determined Based on Individual Experience
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI’s Record of Arrest and Prosecution Background (“RAP Back”) service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer – disability/veteran.
