Trust Officer

2 weeks ago

Columbia, South Carolina, 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.

I partner with companies all over Missouri and work with other GPAC recruiters in the U.S. to place qualified candidates with strong companies. To be considered for this position and others, please apply with a resume. With any more questions or inquiries, email Nash Wergin at

  • Security Officer PT

    1 month ago

    Columbia, South Carolina, United States Embassy Suites by Hilton San Juan Hotel and Casino Full time

    Compensation Type:HourlyHighgate Hotels:Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in major U.S. gateway cities including New York, Boston, Miami, San Francisco and Honolulu, with a growing Caribbean and Latin America footprint. The...

  • Environmental Officer

    3 weeks ago

    Columbia, South Carolina, United States OceanaGold Full time

    Company Description OceanaGold is a growing intermediate gold and copper producer committed to safely and responsibly maximizing the generation of Free Cash Flow from our operations and delivering strong returns for our shareholders.We have a portfolio of four operating mines: the Haile Gold Mine in the United States of America; Didipio Mine in the...

  • Environmental Officer

    2 weeks ago

    Columbia, South Carolina, United States OceanaGold Full time

    Company Description OceanaGold is a growing intermediate gold and copper producer committed to safely and responsibly maximizing the generation of Free Cash Flow from our operations and delivering strong returns for our shareholders.We have a portfolio of four operating mines: the Haile Gold Mine in the United States of America; Didipio Mine in the...

  • Origination Support Specialist

    3 weeks ago

    Columbia, South Carolina, United States Central Trust Bank Full time

    Job DescriptionResponsible for the onboarding, mentoring, and training of newly hired origination staff, including but not limited to origination, pricing, and CRM software.Conduct regular check-ins with new hires at 60 days to evaluate for further training recommendations and share with management. Check-in again at one year for further training...

  • Origination Support Specialist

    2 weeks ago

    Columbia, South Carolina, United States Central Trust Bank Full time

    Job DescriptionResponsible for the onboarding, mentoring, and training of newly hired origination staff, including but not limited to origination, pricing, and CRM software.Conduct regular check-ins with new hires at 60 days to evaluate for further training recommendations and share with management. Check-in again at one year for further training...

  • Process Improvement Manager

    2 weeks ago

    Columbia, South Carolina, United States Mark Anthony Group ("Mike's Hard Lemonade + White Claw") Full time

    Role Purpose: The Process Improvement Manager will provide strategic leadership and direction for all aspects of the Manufacturing Excellence (ManEx) program lifecycle; drive the sustainability and impact of ManEx tools and practices throughout the brewery to support delivery and performance. Implement Best Practices/Standards and ManEx roadmap focused on...

  • Civil Engineering III

    3 weeks ago

    Columbia, South Carolina, United States AECOM Full time

    Job DescriptionAECOM is actively searching for a talented and driven Civil Engineer or Process Engineer who is eager to join our dynamic team and contribute to an exciting project in Orange, CA. In this role, you will have the amazing opportunity to provide invaluable engineering support to our project teams, where you will be involved in various services....

  • Contract Manager

    3 days ago

    Columbia, South Carolina, United States Avaya Full time

    About AvayaBusinesses are built by the experiences they provide, and every day, millions of those experiences are delivered by Avaya. Organizations trust Avaya to provide innovative solutions for some of their most important ambitions and challenges, giving them the freedom to engage their customers and employees in ways that deliver the greatest business...

  • R0011955 Entitlement Manager

    3 weeks ago

    Columbia, South Carolina, United States Construction Jobs Inc Full time

    We trust that as an Entitlement Manager you will: (responsibilities)Due diligence including the physical and financial feasibility of a planned communityWalking the site with the ability to determine potential for special development situationsWalk the site with the ability to determine potential for special development situationsBe aware and knowledgeable...

  • Hotel Front Desk Agent

    2 weeks ago

    Columbia, South Carolina, United States Residence Inn Isla Verde Full time

    Compensation Type:HourlyHighgate Hotels:Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...

  • Hotel Front Desk Agent

    3 weeks ago

    Columbia, South Carolina, United States Residence Inn Isla Verde Full time

    Compensation Type:HourlyHighgate Hotels:Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...

  • Crime Gun Intelligence Specialist II

    2 weeks ago

    Columbia, South Carolina, United States Amentum Full time

    Amentum is seeking a Crime Gun Intelligence Specialist (CGIS) Level II Specialist to support active contracts in Columbia, SC. The position may require limited CONUS travel.Description: The CGI Level II Specialist assists in the entry of evidence, quality control, site management, data analysis, and summarizing reports through ATF's National Integrated...

  • Crime Gun Intelligence Specialist II

    3 weeks ago

    Columbia, South Carolina, United States Amentum Full time

    Amentum is seeking a Crime Gun Intelligence Specialist (CGIS) Level II Specialist to support active contracts in Columbia, SC. The position may require limited CONUS travel.Description: The CGI Level II Specialist assists in the entry of evidence, quality control, site management, data analysis, and summarizing reports through ATF's National Integrated...

  • Human Resources Support Specialist

    2 weeks ago

    Columbia, South Carolina, United States ABSC (Absolute Business Solutions Corp.) Full time

    Location: on-site, M-F, day hours.Position Summary: ABSC is seeking an HR Specialist with a TS/SCI to support the U.S. Army Intelligence and Security Command (INSCOM) in Columbia, MD. Our diverse team provide specialized operational, administrative and personnel management support. If you are ready to join a team of career minded professionals and you're...

  • Human Resources Support Specialist

    2 weeks ago

    Columbia, South Carolina, United States ABSC (Absolute Business Solutions Corp.) Full time

    Location: on-site, M-F, day hours.Position Summary: ABSC is seeking an HR Specialist with a TS/SCI to support the U.S. Army Intelligence and Security Command (INSCOM) in Columbia, MD. Our diverse team provide specialized operational, administrative and personnel management support. If you are ready to join a team of career minded professionals and you're...

  • Therapeutic Specialist, Columbia, SC

    3 weeks ago

    Columbia, South Carolina, United States Insmed Incorporated Full time

    Company DescriptionInsmed is a global biopharmaceutical company on a mission to transform the lives of patients living with serious and rare diseases. Our most valuable resource is our employees, and everything we do is motivated by a patients-first mentality. We are dedicated to growing our team with talented individuals from around the world who are...

  • Therapeutic Specialist Columbia SC

    2 weeks ago

    Columbia, South Carolina, United States Insmed Incorporated Full time

    Company DescriptionInsmed is a global biopharmaceutical company on a mission to transform the lives of patients living with serious and rare diseases. Our most valuable resource is our employees, and everything we do is motivated by a patients-first mentality. We are dedicated to growing our team with talented individuals from around the world who are...

  • Therapeutic Specialist Columbia SC

    3 weeks ago

    Columbia, South Carolina, United States Insmed Incorporated Full time

    Company DescriptionInsmed is a global biopharmaceutical company on a mission to transform the lives of patients living with serious and rare diseases. Our most valuable resource is our employees, and everything we do is motivated by a patients-first mentality. We are dedicated to growing our team with talented individuals from around the world who are...

  • Superintendent - Procurement and Supply Chain

    2 weeks ago

    Columbia, South Carolina, United States OceanaGold Full time

    Company Description OceanaGold is a growing intermediate gold and copper producer committed to safely and responsibly maximizing the generation of Free Cash Flow from our operations and delivering strong returns for our shareholders.We have a portfolio of four operating mines: the Haile Gold Mine in the United States of America; Didipio Mine in the...

  • Senior Environmental Engineer

    3 weeks ago

    Columbia, South Carolina, United States OceanaGold Full time

    Company Description OceanaGold is a growing intermediate gold and copper producer committed to safely and responsibly maximizing the generation of Free Cash Flow from our operations and delivering strong returns for our shareholders.We have a portfolio of four operating mines: the Haile Gold Mine in the United States of America; Didipio Mine in the...