Senior Trust Officer
1 month ago
For over 150 years, C&N has shared the values of our communities, local families and businesses, our employees and our shareholders.Living our values every day is what makes us different from other banks - teamwork, excellence, respect, responsibility & accountability, integrity, and having fun.From partnering closely with our customers and clients to help them identify and reach their life goals, to supporting our communities through our Giving Back, Giving Together initiative and making the best decisions for the long term of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.
Who are you?
You will be performing a variety of duties including account administration, growing, and retaining current client portfolios, developing new business, recommending investment/trust opportunities, reviewing client accounts, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with C&N policy.
You will be responsible for:
- Responsible for the complete administration of personal trust accounts including estates, trusts, guardianships, and agencies up to and including complex situations.
- Acts as primary fiduciary and administrator for a portfolio of personal and corporate trusts and foundations working with appropriate support teams to ensure the execution of day-to-day account administration is happening appropriately.
- Act as part of the relationship management team for assigned accounts to identify, understand and develop solutions to meet both current and future needs of clients.
Requirements:
Bachelor's Degree or Juris Doctor (JD) in related field
and
Experience:4-6 years of previous related experience and/or training.
Preferred Certifications: CFP and/or CTFA
You will demonstrate well developed abilities and/or proven record of success in the following areas:
- Strong communication
- High attention to detail
- Active listening
- Excellent customer service
C&N is a team - people working together for a common goal - the success of our customers.
You will achieve & grow along with C&N customers,
You will develop & learn along with your teammates,
You will contribute & be rewarded along with our shareholders,
And you will share & celebrate along with our communities.
C&N's a total rewards package and a collaborative and supportive culture.The C&N workplace culture has been a repeat recipient of the NBRI Circle of Excellence award, acknowledging a strong culture created by our team for living our values every day.
In combination with a competitive salary, C&N also has a robust benefit offering, including:
- Paid Time Off (vacation, personal, and sick, family sick and community service)
- 401(k) - pretax and ROTH eligible contributions with a safe harbor match
- Employee Stock Ownership Plan
- Health, dental, and vision coverage (including options that are 100% employer paid for employee only coverage)
- Health Savings Account
- Flexible Spending Accounts - Medical and Dependent
- Employer Paid Life Insurance
- Employer Paid Disability Coverage
- Many more voluntary coverages to customize around your needs
- Education and development programs including Tuition reimbursement
- Support for personal and professional development
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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