Todd Seeley Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Responsible for serving as relationship manager for a book of business by providing insight into specific trust documents, overseeing overall estate planning, and working directly with our Financial Advisor partners. Administer revocable and irrevocable trusts, charitable trusts, guardianships, court-supervised trusts, and IRAs. Key Trust Initiatives ▬▬▬▬▬▬▬▬▬✔ Maintain excellent relationships with financial advisors and manage accounts in accordance with the terms of the… Show more Responsible for serving as relationship manager for a book of business by providing insight into specific trust documents, overseeing overall estate planning, and working directly with our Financial Advisor partners. Administer revocable and irrevocable trusts, charitable trusts, guardianships, court-supervised trusts, and IRAs. Key Trust Initiatives ▬▬▬▬▬▬▬▬▬✔ Maintain excellent relationships with financial advisors and manage accounts in accordance with the terms of the various governing documents and applicable laws, consistent with the needs of the current beneficiaries and remaindermen.✔ Review, analyze and interpret documents for direction. Evaluate accounts for completeness and accuracy, monitor and review account transactions, and respond to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable laws, and policies and procedures.✔ Work with management in developing solutions to most issues brought forth by current beneficiaries and remaindermen such as requests for special distributions, fee issues or disputes. Ensure the highest levels of compliance and risk management. ✔ Oversee the opening and closing of accounts, ensure the receipt of proper and legally required documentation; ensure the full and complete transfer of assets, their cost basis, and the proper characterization of cash as income or principal; and ensure all tax codes and account administration codes are accurate. Oversee tax reporting activities, coordinating with outside CPAs and advisors.✔ Provide comprehensive wealth planning advice to clients and assist with budgets.✔ Communicate with Financial Advisor partners, clients, and internal business partners. Provide timely updates on all account-related activity and respond quickly to requests.✔ Work with Fiduciary Strategists to develop new business through our partners. Develop referrals through their centers of influence.* continued below * Show less

* continued from above *Select Achievements▬▬▬▬▬▬▬▬▬✔ Successfully limit client attrition to less than 10% of annual fee revenue.✔ Effectively maintain zero charge-offs or miscellaneous losses from administrative or clerical errors.✔ Consistently review accounts with discounted or reduced fees and eliminate discounts or bring accounts to our standard fee schedule.✔ Successfully complete annual account reviews and required compliance by the stated deadline.✔… Show more * continued from above *Select Achievements▬▬▬▬▬▬▬▬▬✔ Successfully limit client attrition to less than 10% of annual fee revenue.✔ Effectively maintain zero charge-offs or miscellaneous losses from administrative or clerical errors.✔ Consistently review accounts with discounted or reduced fees and eliminate discounts or bring accounts to our standard fee schedule.✔ Successfully complete annual account reviews and required compliance by the stated deadline.✔ Effectively administer a book of business according to trust policy and procedure while maintaining a risk management focus.✔ Work closely with our tax partner to provide documentation on transactions or answer questions to assist with the construction of fiduciary tax returns, grantor tax letters, and/or K1 tax information.✔ Collaborate with partners in Trust Advisory, Charitable Services, Closely-Held Business, Trust Real Estate, Trust Tax, and Trust Operation to successfully manage a book of business.✔ Serve as a trusted resource to Financial Advisors and clients on administrative practices and procedures.✔ Maintain professional and positive relationships with Financial Advisors, clients, partners, and centers of influence. Show less

Responsible for administering multiple types of trusts including Fully Managed Revocable and Irrevocable Trust Accounts, Investment Management Accounts, Estates, Custody Accounts, Escrow Accounts, Individual Retirement Accounts, Charitable Trust Accounts, Conservatorships, and Guardianships. Accountable for reviewing and interpreting trust documents.✔ Successfully brought in new business and worked collaboratively with Business Development Officers.✔ Effectively assessed client… Show more Responsible for administering multiple types of trusts including Fully Managed Revocable and Irrevocable Trust Accounts, Investment Management Accounts, Estates, Custody Accounts, Escrow Accounts, Individual Retirement Accounts, Charitable Trust Accounts, Conservatorships, and Guardianships. Accountable for reviewing and interpreting trust documents.✔ Successfully brought in new business and worked collaboratively with Business Development Officers.✔ Effectively assessed client needs and provided comprehensive estate planning.✔ Member of the Trust Account Review Working Group responsible for reviewing encroachments, investment allocations, indemnities, compliance reviews, and administration reviews. ✔ Worked closely with compliance and audit to minimize compliance risk, thus reducing risk to the bank and clients. Show less

Atlanta, Georgia

🎓 Bachelor Of Business Administration Degree In Financial Services

Graduate (2 Years)