Vice President, Trust Officer

2 days ago

Quincy, United States State Street Bank Full time

The Vice President, Trust Officer is responsible for providing superior trust administration and counsel to clients and their beneficiaries; collaborates effectively and provides insights and solutions to attract, retain, and grow clients to transition personal and family wealth. The VP/Trust Officer manages trust & agency accounts in conformity with law, regulation, and policy. The VP/Trust Officer directly supervises the trust department.
Duties & Responsibilities Manages the trust department to ensure tasks are completed timely, efficiently, and in conformity with law, regulation, and policy
Develops and maintains new and existing client relationships both internally and externally
Serves as primary point of contact for trust clients & their advisors; oversees and manages client trust & agency accounts; and builds and maintains relationships with the client’s financial team by participating in relationship reviews, and delivering fiduciary solutions and advising on fiduciary concerns
Maintains compliance with all internal policies and procedures, as well as with regulatory & legal requirements
Ensures safety & soundness of client estate planning and trust documents
Oversees the management of the administration functions for clients, such as payments, tax filings, disbursements, IRAs, ILITs, and other related administrative account functions
Assists other department members in the management/maintenance of estates, and facilitates sales of property if necessary
Oversees trust & estate terminations
Manages, serves as a member, & facilitates trust committee meetings
Stays abreast of trust and estate regulations, guidelines and practices
Promotes the Bank within the community by actively participating in events and volunteering in the community
Performs other duties as assigned
Education & Work Experience Requirements A Bachelor degree in Finance, Accounting, or Business; supervisory experience; AND a minimum of 5 years’ experience working in a trust department or trust services field is required.
Mental & Physical Requirements Ability to sit/stand/kneel/bend/for extended periods of time and lift up to 20 lbs occasionally, developed interpersonal abilities, ability to work under high pressure while remaining composed, strong communication skills – both oral and written and attention to detail is critical.
Competencies Familiarity with intermediate concepts, practices and procedures within the Trust field; strong trust advisory focus, proficiency in Microsoft Office products is required; and familiarity with advanced principles of taxes and banking is helpful. Customer service, presentation skills, attention to detail, time management, ability to prioritize and organize, and problem-solving/analysis is critical.
Equal Opportunity Employer – State Street Bank offers equal employment opportunities, regardless of race, religion, national origin, sex, age, sexual orientation, disability or military status. This commitment is applied to every facet of employment, including recruiting, training, transfers, compensation, promotions and other terms and conditions of employment.

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