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Trust Officer

3 months ago

New York, New York, United States GPAC Full time

We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.

Responsibilities

Administer various types of trusts and estates

Provide clients clear explanations and guidance on trust accounts and estate planning strategies

Review and interpret trust agreements and wills

Determine trust beneficiaries and distributions; execute investment and payout decisions

Manage communications with beneficiaries, executors, attorneys and other related parties

Work closely with investment advisors on developing and implementing investment plans

Stay current on trust, tax, and probate laws and regulation

Requirements

Bachelor's degree in Finance, Accounting or related field; JD degree a plus

At least 5 years of experience in trust or estate administration

In-depth knowledge of fiduciary and trust activities

Strong analytical thinker with excellent communication skills

CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred

As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services.
Qualified professionals should apply directly for consideration

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Estimated Salary: $20 to $28 per hour based on qualifications.