What's This Job All About?
Greenleaf Trust, Michigan’s first trust-only bank open to the public, which currently oversees $8.4 billion in assets under management, seeks an individual committed to superior client service in a team-based dynamic growth environment. Greenleaf Trust is committed to providing individuals, foundations and corporate clients unequaled wealth management and trust services in an environment free of proprietary products.
Greenleaf Trust’s Family and Foundation Services Division offers one more highly beneficial service that is unique to the traditional family office environment: perpetuity and regulation. Together, these provide multigenerational beneficiaries with the security of a highly audited environment that will endure through the multigenerational timeframes, executed by a company that has the scale to deliver, and the culture to serve at the highest benchmark of service delivery. We listen, educate and serve families in a meaningful and personalized manner; one that is truly remarkable for its level of attentive, discrete and wholly reliable service.
What You'll Be Doing
With extreme confidentiality, ensure comprehensive service is provided to external ultra-high net worth clients through coordination of efforts and workflow of the Greenleaf Trust Team, outside advisors and service providers. Partners closely with the Family Office Team to provide a full range of family office services to help clients clarify and meet their goals/objectives through research, expertise and creative strategic recommendations focused on family wealth governance and family wealth optimization.
What You Need for this Position