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Senior Trust Officer
2 months ago
The Sr. Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business.
Duties and Responsibilities
- Estate settlement and Trust Administration, including inventory and collection of trust assets, research and coordinate payment of debts and taxes, process beneficiary distributions, preparation of estate notices as required by applicable state law, and coordinate preparation of all required income and estate tax filings.
- Oversee management and/or disposition of trust-owned personal and real estate property.
- Perform post-acceptance and annual administrative account reviews (Reg 9) for assigned accounts.
- Participate in day-to-day activities associated with managing and controlling risk to probate or trust accounts and assure compliance with the governing document and all Trust Company policies and procedures, as well as all applicable state and federal banking regulations.
- Manage new account onboarding, set up and asset transfer follow-up.
- Maintain high client service levels through prompt research and responsiveness to trust beneficiaries, clients, and their centers of influence.
- Read and interpret complex trust instruments, and make decisions based upon knowledge and research.
- Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or applicable governing Committees.
- Maintain proactive client servicing including periodic review of client's financial and estate planning goals and objectives.
- Maintain a continuous knowledge and study of wealth management industry developments, laws, principles, and regulations, including those related to estate, fiduciary, charitable, and tax planning.
- Participate in the development of new business with existing or prospective clients.
- Engage with local community/business groups to develop a positive professional image for the Trust Company (ie Bar Associations, estate, wealth management, and fiduciary-related groups).
- Participate in special projects as needed.
Requirements
- Minimum of 5 years of experience in trust administration and estate settlement, bachelor’s degree or higher, CTFA preferred.
- Familiarity with Trust Accounting Systems.
- Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by California law (Nevada law, a plus).
- Working knowledge of California probate code, CUPIA, as well as estate, GST, gift, and income tax laws as they apply to fiduciaries and beneficiaries.
- Strong background in administering trust-owned real estate, partnerships, and other unique assets.
- Strong understanding of fiduciary risks and related fiduciary issues.
- General knowledge of investment strategies, objectives, and asset allocations
- Solution-oriented and decisive, motivated, independent self-starter with minimal supervision.
- Ability to execute superior organizational, time management, and multi-tasking skills without sacrificing quality or accuracy.
- Excellent interpersonal and communication skills when interacting with co-workers, clients, and their centers of influence.
- Proficiency in Microsoft Office programs, and CRM experience (Salesforce a plus).
