Trust Officer

3 weeks ago


Rochester, United States gpac Full time

Trust Officer

A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications:

  • Bachelor’s degree or equivalent
  • JD and/or Masters degree
  • 5-7 years of relevant trust administration experience
  • Strong teammate who enjoys collaboration with internal partners
  • CTFA, CFP, CFA, CES, or equivalent
  • Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels

Trust Officer Responsibilities:

  • Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
  • Actively participate in Trust Administrative Sub-Committee meetings
  • Perform administrative account reviews annually
  • Accountable for servicing and retention of existing accounts
  • Supervise and monitor new account establishment and funding
  • Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
  • Coordinate preparation of trust tax returns and agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
  • Lead and/or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.)
  • This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area.

Requirements:

  • Microsoft Excel skills required

 


  • Trust Officer

    4 weeks ago


    Rochester, New York, United States gpac Full time

    Trust OfficerA Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.Trust Officer Qualifications:Bachelor's degree or equivalentJD and/or Masters degree5-7 years of relevant trust administration...


  • Rochester, United States Elite Sourcing LLC Full time

    Job DescriptionJob DescriptionElite Sourcing is a leading executive recruiting firm that is working with a prestigious law firm with offices in multiple locations. Our client is seeking a highly motivated and skilled Associate Attorney with experience in Estates and Trusts, to join their team. As an Associate Attorney, you will have the opportunity to work...

  • Compliance Officer

    1 day ago


    Rochester, United States Manufacturers Bank & Trust Full time

    Job DescriptionJob DescriptionPOSITION SUMMARYResponsible for overseeing all aspects of compliance to ensure the bank is in compliance with all federal and state regulations along with MBT Bank policies and procedures. Coordinates with management team to identify potential risks, implements policies and procedures to uphold laws and regulations along with...


  • Rochester, United States AVI Foodsystems Full time

    AVI Foodsystems is looking for an energetic and optimistic team member to fill the role of Office Generalist, Part-time, $16/hr! Founded in 1960, AVI Foodsystems has evolved into one of the most respected and trusted food service companies in the nation. Providing comprehensive food services with a focus on the highest quality and freshest ingredients,...


  • Rochester, United States Blue Sky Dental PLLC Full time

    About Us: If your are passionate about excellence, you would love to learn more about us. At Blue Sky Dental, we are looking for a Dental Practice Office Manager, who is a highly motivated team player with a positive attitude. Join our amazing team, who is 110% committed to excellence in all aspects of patient care and dentistry. We believe in the...


  • Rochester, United States Canandaigua National Bank & Trust Co Full time

    Job DescriptionJob DescriptionGeneral ResponsibilitiesResponsible for working as an active member of the Branch Office sales/service team; complying with operating policies and procedures and outside regulatory requirements established for the Retail Services function; developing customer relationships in order to take advantage of additional selling and...


  • Rochester, New York, United States University of Rochester Full time

    Public Safety OfficerJob ID248138LocationCentral AdministrationFull/Part TimeFull-TimeRegular/TemporaryRegularFull Time 40 hours Grade 028 Department of Public SafetyResponsibilitiesPosition Summary:Under the direction of the Public Safety Department, the PSO provides for the general safety and security of the University population, physical property, and...


  • Rochester, New York, United States HCA Healthcare Full time

    Description This position is incentive eligible. IntroductionExecutives thrive with us HCA Healthcare is one of the nation's leading providers of healthcare services, comprising of over 180 hospitals and about 2,000 sites of care in 21 states and the United Kingdom. We are looking for a Chief Operating Officer for our Frisbie Memorial Hospital team where...

  • Retail Banker

    3 weeks ago


    Rochester, United States Manufacturers Bank & Trust Full time

    Job DescriptionJob DescriptionPOSITION SUMMARYManages deposit customers basic banking needs by providing retail and teller services, answering customer inquiries, and other banking services as needed. Responds to customer questions with appropriate information, problem solving, and referrals as appropriate. ESSENTIAL FUNCTIONS Reasonable Accommodations...

  • Office Clerk II

    2 days ago


    Rochester, United States Rochester City School District Full time

    Office Clerk II JobID: 3352 Position Type: Clerical/ Clerical Date Posted: 5/31/2024 Location: All City High School Date Available: 05/31/2024 Closing Date: 06/12/2024 Position Information Bargaining UnitBENTE Job LocationAll City High School Job TitleOffice Clerk II (12 months) Hours35 BracketXIII Salary Range$19.30 - $21.09/hr ABOUT RCSD:...

  • Retail Banker

    2 weeks ago


    Rochester, United States Manufacturers Bank & Trust Company Full time

    POSITION SUMMARY Manages deposit customers basic banking needs by providing retail and teller services, answering customer inquiries, and other banking services as needed. Responds to customer questions with appropriate information, problem solving, and referrals as appropriate. ESSENTIAL FUNCTIONSReasonable Accommodations Statement To accomplish this job...

  • Retail Banker

    2 weeks ago


    Rochester, United States Manufacturers Bank & Trust Company Full time

    POSITION SUMMARY Manages deposit customers basic banking needs by providing retail and teller services, answering customer inquiries, and other banking services as needed. Responds to customer questions with appropriate information, problem solving, and referrals as appropriate. ESSENTIAL FUNCTIONSReasonable Accommodations Statement To accomplish this job...


  • Rochester, United States MMB + CO Full time

    The Opportunity: We are actively recruiting a Senior Manager/Principal* to join our Rochester office. *Title to be based upon candidate's experience. Serve as a tax functional leader across compliance, advisory or annuity tax service delivery for clients, with a deep technical focus on trusts and estates accounting and tax law issues. Lead tax processes by...

  • FP&A Analyst

    1 month ago


    Rochester, United States Ring Concierge Full time

    About Role Ring Concierge is a rapidly growing female-founded fine jewelry company specializing in customized engagement rings and fine jewelry. We are seeking a FP&A Analyst to become an integral part of our team. In this role, the FP&A Analyst will play a crucial role in supporting the finance department's efforts in budgeting, forecasting, financial...


  • Rochester, United States The Rutkowski Law Firm Full time

    Description We are seeking a detail-oriented Client Relations Specialist to join our team. While experience as a paralegal is beneficial, it is not required. The ideal candidate will have strong experience using CRM systems, building and maintaining customer relationships, and preparing detailed documents. This position offers the flexibility of a hybrid...


  • Rochester, United States Brine Group Staffing Solutions Full time

    Id : 9019 Category : Physician Location/City : NH - Rochester Salary Range : 0.00 - 0.00 per year (USD Permanent) Job Type : Permanent Recruiter Email : We are currently seeking a Board Certified or Eligible Pediatrician to join our Women & Childrens Health Services team. This is a desirable position with a well-established practice that offers a 4-day work...


  • Rochester, United States Bowers CPAs LLC Full time

    Company Overview: Bowers CPAs & Advisors stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPAs G400, encompassing the Top 400 Firms nationally, we maintain a robust reputation grounded in integrity, professionalism, and unparalleled...


  • Rochester, United States Bowers CPAs LLC Full time

    Company Overview: Bowers CPAs & Advisors stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPAs G400, encompassing the Top 400 Firms nationally, we maintain a robust reputation grounded in integrity, professionalism, and unparalleled...

  • Sales Manager

    4 days ago


    Rochester, United States Metro Sales Inc. Full time

    Do you have a passion for leading a team? Are you forward-thinking and have the drive to bring your team to the next level? If so, this opportunity may be for you! Metro Sales is seeking a Sales Manager to work out of our Rochester, MN location.Founded in 1969, Metro Sales has grown to be one of the top ten office imaging and solutions providers in the U.S....

  • Sales Manager

    7 days ago


    Rochester, United States Metro Sales Inc. Full time

    Do you have a passion for leading a team? Are you forward-thinking and have the drive to bring your team to the next level? If so, this opportunity may be for you! Metro Sales is seeking a Sales Manager to work out of our Rochester, MN location.Founded in 1969, Metro Sales has grown to be one of the top ten office imaging and solutions providers in the U.S....