Trust Investment Officer

3 weeks ago


Indianapolis, United States Fuhrmann Capital LLC Full time

We are seeking a dynamic and experienced individual to assist us as a Trust Officer. The ideal candidate will have a strong background in finance, excellent people skills, and a passion for delivering high-quality service to clients.Job Description:Cultivate and proactively maintain wealth management relationships with clients to understand their financial needs and respond quickly to their requests.Provide guidance and support to clients on trust administration, tax planning, and wealth management strategies.Oversee and delegate administrative duties effectively, including internal processes, distributions, and cash management.Coordinate client requests for funds, including regular remittances and disbursements.Collaborate with client attorneys and accountants on legal, accounting, administrative matters.Stay informed about industry trends and best practices to provide the best possible services to clients.Assist in preparing for account reviews.Maintain proper files and documentation records.Oversee compliance requirements.Ideal Qualifications:Firm understanding for serving as a fiduciary.Knowledge of trust taxation, estate planning, investments management.Microsoft Excel, PowerPoint, Word experienceExcellent organization and time management skills.Detail-oriented.Ability to work independently and with a team.Superior client relationship management skills, including responsiveness, cordiality, and diplomacy.Strong communication skills.Familiarity with portfolio accounting systems, such as Morningstar OfficeCertified Trust and Financial Advisor (CTFA) or related certification.#J-18808-Ljbffr

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