Trust Officer

1 day ago

West Hartford, United States MassMutual Full time

The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client relationship in conjunction with their existing financial professionals. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. The Team MassMutual Private Wealth & Trust, FSB is a Federally Chartered Savings Bank and a wholly owned subsidiary of MassMutual. As a trust and fiduciary services provider, we partner with financial professionals to help preserve, grow, and transfer wealth to the people and causes that our clients care about. Our business has grown rapidly, and MassMutual Private Wealth & Trust has thoughtfully added team members of high caliber. Our team offers a concierge-style service by helping to coordinate the financial life of our client families, while offering the highest standard of care. When joining the MassMutual Private Wealth & Trust family, you are embracing a culture of service excellence by which every team member is relentlessly pursuing to simplify complexity and offer a distinguished and memorable experience. Our associates have a passion for learning and work in a cross-functional style environment supporting our clients, financial professionals, and other members of the broader department. The Impact Maintain a diverse book of private wealth clients and provide daily oversight while operating as the relationship manager and main point of contact. Partner with clients existing financial professionals to review and assess estate planning, tax planning, and investment needs. Facilitate scheduled meetings with clients and financial professionals to review and discuss their portfolio objectives and any changes in financial needs or circumstances. Analyze client inquiries and requests, utilizing product and fiduciary knowledge as well as available resources and support teams to provide appropriate response/solution. As part of a Concierge Team, collaborate with other Relationship Managers and Service Specialists to share industry knowledge and best practices, provide back-up coverage, and identify process improvements. Implement the accounts investment strategy and oversee the long term objectives as defined in the Investment Policy Statement. Interact with Investment sub-advisors to plan for cash and liquidity needs, make routine bill payments, and implement investment and tax strategies. Seek new solutions by coordinating with internal business partners (Investments, Fiduciary, Tax, Operations, Compliance) and external vendors to ensure high quality, comprehensive customer service is provided. Maintain current knowledge of personal trust and investment products to ensure accurate handling of administrative responsibilities Consult with governing committees (Trust Administration, Investment, Risk) as needed to effectively administer accounts in accordance with appropriate guidelines, procedures, and regulations. Exercise the fiduciary standard of care to always act in the best interest of our client. Participate in department huddles and problem solving sessions, providing updates on industry trends, service opportunities and different initiatives. The Minimum Qualifications Bachelors degree or a HS diploma with 6 years' experience in financial services or trust administration 3 years Trust Administration Relationship Management experience Willingness to obtain CTFA (Certified Trust and Financial Advisor) Occasional travel may be required for client meetings, industry conferences and business events The Ideal Qualifications Designation of CTFA (Certified Trust and Financial Advisor) at time of application 5 years' experience in Trust Administration Relationship Management Familiarity with financial services industry Working knowledge of fiduciary income taxation, trust investment management principles and Trust/ Probate law Special needs trust experience Must excel in both oral and written communication and demonstrate an ability to effectively present. Excellent organizational skills and ability to effectively and continuously reprioritize an evolving workload Experience with broker/dealer or registered investment advisor (RIA) firms Experience with trust administration and trust accounting platforms Knowledge of private banking products and services Strong understanding of MassMutuals Financial Network What to Expect as Part of MassMutual and the Team Regular meetings with the Private Client Management Team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-BC1 MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

  • Trust Officer

    1 month ago

    West Chester, United States Cypress HCM Full time

    LocationWest Chester, OH 45069 (on-site) Overview The Fiduciary Officer is responsible for the efficient administration of trust accounts for the Bank's wealth management clients. This includes managing accounts where the Bank serves as trustee, executor, administrator, conservator, guardian, or agent. The officer provides expert advice on estate planning...

  • Trust Officer

    2 weeks ago

    West Chester Township, United States Cypress HCM Full time

    LocationWest Chester, OH 45069 (on-site) Overview The Fiduciary Officer is responsible for the efficient administration of trust accounts for the Bank's wealth management clients. This includes managing accounts where the Bank serves as trustee, executor, administrator, conservator, guardian, or agent. The officer provides expert advice on estate planning...

  • Trust Officer Senior

    1 week ago

    West Palm Beach, Florida, United States Kestra Holdings Full time

    As a Senior Trust Officer at Kestra Financial, you will oversee account administration, ensuring client satisfaction and supporting business objectives.Develop and execute policies that impact client operations and the business unit or division.Work on complex issues requiring in-depth knowledge of organizational objectives and enterprise analysis.Perform...

  • Trusts & Estates Paralegal

    1 month ago

    Hartford, United States Oak Ridge Legal Search LLC Full time

    Job Description: We are working with a mid-size, regional, full-service firm seeking a candidate with at least four years of experience as a Trusts & Estates paralegal to join their Hartford, Stamford, New Haven, or Litchfield County, CT office. The associate will work closely with senior attorneys on a variety of comprehensive legal services to high-net...

  • Fiduciary Officer

    7 days ago

    West Chester, Ohio, United States First Financial Bancorp Full time

    We are seeking a highly skilled Fiduciary Officer to join our team at First Financial Bancorp. In this role, you will be responsible for the efficient administration of Trust Accounts for our wealth management clients.Key Responsibilities:Manage Risk: Monitor and control risk in all aspects of trust and account administration.Customer Focus: Resolve problems...

  • Trusts and Estates Attorney

    2 weeks ago

    Hartford, Connecticut, United States Oak Ridge Legal Search LLC Full time

    Senior Trusts and Estates Attorney OpportunityWe are working with a full-service firm with locations in Connecticut, Massachusetts, and Rhode Island, seeking a candidate with at least six years of experience as a Trusts & Estates attorney to join their Hartford, CT office.Key Responsibilities:Represent high net worth individuals and individual and corporate...

  • Trust Administrator

    19 hours ago

    West Chester, United States Insight Global Full time

    Required Skills & Experience- 5 years' experience of relevant fiduciary, personal trust or trust administration * maybe even a Paralegal that's done the estate planning - Proficient experience reading trust documents and understanding them - Great attention to detail and communication - BachelorsNice to Have Skills & Experience- CTFA (has to be willing to...

  • Trusts & Estates Attorney

    2 weeks ago

    Hartford, Connecticut, United States Oak Ridge Legal Search LLC Full time

    Job OpportunityWe are collaborating with a full-service law firm with locations in Connecticut, Massachusetts, and Rhode Island to find a highly skilled Trusts & Estates attorney to join their Hartford, CT office.The ideal candidate will have a minimum of six years of experience in estate planning, estate settlement, and trust administration, including...

  • Trusts & Estates Attorney

    4 weeks ago

    Hartford, United States Oak Ridge Legal Search LLC Full time

    Job Description: We are working with a full-service firm with locations in Connecticut, Massachusetts, and Rhode Island, seeking a candidate with at least six years of experience as a Trusts & Estates attorney to join their Hartford, CT office. The position will be filled at the Senior Associate level, but for the right candidate, the firm may consider a...

  • Trusts & Estates Paralegal Specialist

    1 month ago

    Hartford, Connecticut, United States Oak Ridge Legal Search LLC Full time

    Job Title: Trusts & Estates ParalegalWe are seeking a highly experienced Trusts & Estates Paralegal to join our team at Oak Ridge Legal Search LLC. The ideal candidate will have at least four years of experience in preparing court filings, estate and fiduciary accountings, and tax returns, as well as assisting with estate administration tasks, drafting and...

  • Chief Financial Officer

    1 day ago

    West Columbia, United States Children's Trust of South Carolina Full time

    Chief Financial Officer - A cover letter and resume are required for consideration. The Chief Financial Officer (CFO) provides both operational and programmatic support to the organization. The CFO will work with the chief executive officer (CEO) on all strategic and tactical matters as they relate to budget management, cost benefit analysis, forecasting...

  • Trust Administrator for Multi Family Office

    2 weeks ago

    Hartford, Alabama, United States AP Executive Full time

    h3JobDescription/h3pAnaward-winningmultifamilyofficeseeksatrustadministratortosupportitsGenevaofficeinSwitzerland./ppThesuccessfulcandidatewillassistateamwiththemanagementofaportfoliooftrustsandcompaniesbyperformingdailyadministrativetasks.Thisincludesassistingwithclientonboardingandtheformationofnewtrustsandcompanies,populatingandmaintainingtrustandcompanyi...

  • Fiduciary Officer

    3 weeks ago

    West Chester, Pennsylvania, United States Aquarius Professional Staffing Full time

    Fiduciary Officer Job DescriptionAquarius Professional Staffing is seeking a highly skilled Fiduciary Officer to join our team. As a Fiduciary Officer, you will be responsible for the efficient administration of Trust Accounts for our wealth management clients.Key Responsibilities:Administer Trust Accounts in accordance with legal requirements and business...

  • Weekend Security Officer

    7 days ago

    Hartford, United States Securitas Inc. Full time

    Security OfficerPay $18.50 Weekend Availability Required Fri-Sun Drivers License required with clean MVR Security Experience Preferred We help make your world a safer place.Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide...

  • Hospital Security Officer

    1 month ago

    Hartford, United States MSCCN Full time

    Security Officer Drivers License requirement with clean MVR We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients. Securitas plays an essential role for our clients and...

  • Hospital Security Officer

    1 month ago

    Hartford, United States MSCCN Full time

    Security Officer Drivers License requirement with clean MVR We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients. Securitas plays an essential role for our clients and...

  • Hospital Security Officer

    2 weeks ago

    Hartford, United States Securitas Full time

    Security Officer Pay $17.25-$18.25 Flex: $20 (Open Availability) PT/FT/Per-Diem positions available Weekend Availability Required. Strong communication skills, physically demanding & fast-paced environment & healthcare environment (preferred). We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable...

  • Hospital Security Officer

    1 month ago

    Hartford, United States Securitas Inc. Full time

    Security OfficerDrivers License requirement with clean MVRWe help make your world a safer place.Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients.Securitas plays an essential role for our clients and in...

  • Assistant Branch Manager I West Roxbury Branch

    1 month ago

    West Roxbury, Massachusetts, United States Rockland Trust Full time

    Job DescriptionAs a key member of our team, the Assistant Branch Manager I will play a vital role in ensuring the success of our West Roxbury Branch. Under the direction of the Branch Manager, you will assist with planning, directing, and controlling of branch operations, ensuring efficiency and effectiveness in accordance with established policies and...

  • Police Officer

    3 weeks ago

    West Sacramento, California, United States City of West Sacramento, CA Full time

    Job Title: Lateral Police OfficerAre you a dedicated and skilled law enforcement professional looking for a new challenge? We invite you to apply for the position of Lateral Police Officer with the City of West Sacramento, CA.Job Summary:As a Lateral Police Officer, you will be responsible for enforcing laws, maintaining public safety, and providing...