Senior Trust Officer

7 days ago


Greensboro, United States Old North State Trust Full time

Old North State Trust, is seeking candidates for the position of Trust Officer or Senior Trust Officer.

Old North State Trust provides Trust and Estate Services, Income, Estate and Trust Tax Consulting, and Asset Management with a distinction in objectivity, expertise and flexibility to fee-based services with an intense focus on quality customer service.

As a Trust Officer, you will:

  • Be responsible for administration, management and servicing of assigned fiduciary and investment management accounts.
  • Administer personal trusts, guardianships and other fiduciary accounts per terms of governing document.
  • Serve as a department subject matter expert regarding fiduciary accounts.
  • Partner with external advisors regarding tax, legal and other fiduciary matters.
  • Consult with attorneys regarding legal needs and interpretation of trust documents, wills and other legally prepared materials.
  • Promote and sell trust services to new and existing customers; maintaining our current client relationships and developing new client relationships in the areas of investment management trust administration estate and retirement planning and retirement benefit plans.
  • Proactively deliver and provide oversight of all estate settlement processes make post-mortem elections and work closely with Operations Supervisor in the preparation of estate tax returns, gift tax returns, fiduciary tax returns, and accountings for trusts and estates.
  • Provide consultation on financial and wealth management matters.
The successful candidate will:
  • Minimum of 7 years Trust experience
  • Possess strong relationship-building and business development skills.
  • Have significant knowledge of fiduciary duties and trust administration.
  • Have a bachelor's degree, preferably in finance, business administration or hold an MBA in Trust and Wealth Management.
  • Possess a working knowledge of financial services industry's trends, directions, major issues, regulatory considerations and trendsetters.
  • Have demonstrated success working with teams.
We prefer candidates who:
  • Possess a CTFA designation.


EOE/everify
  • Senior Trust Officer

    4 months ago


    Greensboro, United States Old North State Trust Full time

    Job DescriptionJob DescriptionSalary: Old North State Trust, is seeking candidates for the position of Trust Officer or Senior Trust Officer.Old North State Trust provides Trust and Estate Services, Income, Estate and Trust Tax Consulting, and Asset Management with a distinction in objectivity, expertise and flexibility to fee-based services with an intense...

  • Trust Officer

    7 days ago


    Greensboro, United States Old North State Trust Full time

    Job Title: Senior Trust OfficerOld North State Trust is seeking a highly skilled and experienced Senior Trust Officer to join our team. As a Senior Trust Officer, you will be responsible for the administration, management, and servicing of assigned fiduciary and investment management accounts.Key Responsibilities:Administer personal trusts, guardianships,...


  • Greensboro, NC, USA, United States Old North State Trust Full time

    Job OpportunityOld North State Trust is seeking a highly skilled Trust Officer or Senior Trust Officer to join our team.We provide comprehensive Trust and Estate Services, Income, Estate and Trust Tax Consulting, and Asset Management with a focus on quality customer service.As a Trust Officer, you will be responsible for:Administering fiduciary and...


  • Greensboro, NC, USA, United States Old North State Trust Full time

    Job OpportunityOld North State Trust is seeking a skilled professional to fill the position of Senior Trust Officer.The ideal candidate will possess a strong background in trust administration, estate planning, and investment management.Key Responsibilities:Administer and manage fiduciary accounts, ensuring compliance with governing documents and regulatory...

  • Trust Administrator

    2 months ago


    Greensboro, United States Old North State Trust Full time

    Job DescriptionJob DescriptionSalary: If you would like to work for a growing company that has an affirming culture supported by its published core values, invests liberally in employee learning and development, has fun employee meetings, outings and employee recognition programs, supports local non-profits and community service activities, is a great group...


  • Greensboro, North Carolina, United States Old North State Trust Full time

    Position OverviewSalary: If you are looking to join a dynamic organization that values its employees through a supportive culture and strong core principles, where there is a commitment to professional growth and development, engaging team activities, and community involvement, then Old North State Trust could be the ideal fit for you.Based in Greensboro,...


  • Greensboro, North Carolina, United States Old North State Trust Full time

    Position OverviewSalary: Join a thriving organization that values its employees and fosters a supportive culture. Old North State Trust is committed to investing in professional development, promoting community engagement, and offering competitive compensation along with exceptional benefits.We are currently seeking a Trust Administrator to join our team in...


  • Greensboro, North Carolina, United States Old North State Trust Full time

    Position OverviewSalary: At Old North State Trust, we pride ourselves on fostering a supportive and dynamic workplace culture. Our commitment to employee development, engaging team activities, and community involvement sets us apart. We offer competitive compensation along with comprehensive benefits, making us an ideal choice for your career.We are...


  • Greensboro, United States Carter Bank & Trust Full time

    Job SummaryThe Senior Special Assets Officer is a critical role within Carter Bank & Trust, responsible for managing an assigned portfolio of at-risk consumer and commercial loans. This position requires a strong understanding of commercial credit acumen, negotiation skills, and the ability to make independent decisions while exercising sound judgment.Key...


  • Greensboro, North Carolina, United States First Citizens Bank Full time

    Job Title: Senior Fiduciary Officer Job Summary: We are seeking a highly skilled Senior Fiduciary Officer to join our team at First Citizens Bank. As a Senior Fiduciary Officer, you will be responsible for providing fiduciary services to high net worth clients, collaborating with the relationship team to expand and retain relationships, and implementing...


  • Greensboro, United States Carter Bank & Trust Full time

    We are willing to consider a qualified candidate within our footprint located in VA or NC. POSITION TITLE: Senior Special Assets Officer FLSA STATUS: Exempt SUMMARY: The Senior Special Assets Officer is responsible for the management of an assigned portfolio of the bank's larger and more complex at-risk consumer and commercial loans, including developing...


  • Greensboro, United States Realty Trust Group Full time

    Job Title: Senior AnalystRealty Trust Group (RTG) is a leading real estate advisory and services firm dedicated to the healthcare and life science industry. We are seeking a highly skilled Senior Analyst to join our team.Job SummaryThe Senior Analyst will be responsible for supporting multiple projects related to RTG's clients and service lines, including...


  • Greensboro, United States Carter Bank & Trust Full time

    Job SummaryThe Senior Special Assets Officer is a critical role within Carter Bank & Trust, responsible for managing a portfolio of at-risk consumer and commercial loans. This position requires a strong understanding of commercial credit, negotiation, and organizational skills to maximize the bank's return on the assigned troubled loan portfolio while...


  • Greensboro, North Carolina, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Fiduciary Officer to join our team at First Citizens Bank. This role will be responsible for providing exceptional fiduciary services to high net worth clients, collaborating with the relationship team to expand and retain relationships, and implementing comprehensive estate and tax planning strategies.Key...


  • Greensboro, North Carolina, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Fiduciary Officer to join our Wealth Management team at First Citizens Bank. As a key member of our team, you will be responsible for providing exceptional fiduciary services to high net worth clients, collaborating with the relationship team to expand and retain relationships, and implementing comprehensive...


  • Greensboro, North Carolina, United States Adecco US, Inc. Full time

    Senior Admin Position AvailableWe are seeking a highly skilled and experienced Senior Admin to join our team at Adecco US, Inc. in Greensboro. As a Senior Admin, you will be responsible for providing administrative support to our clients and ensuring the smooth operation of our office.Key Responsibilities:Provide administrative support to clients, including...


  • Greensboro, United States Guilford County, NC Full time

    Job Title: Senior Security OfficerGuilford County, NC is seeking a highly skilled and experienced Senior Security Officer to join our team. As a Senior Security Officer, you will be responsible for providing armed security services for County-owned property, responding to emergencies, and supervising security personnel.Key Responsibilities:Provide armed...

  • Tax Senior

    1 week ago


    Greensboro, United States CyberCoders Full time

    Job Title: Tax SeniorWe are seeking a highly skilled Tax Senior to join our team at CyberCoders. As a Tax Senior, you will be responsible for preparing complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities.Key Responsibilities:Preparing tax returns for various entities, including...

  • Wellness Nurse

    3 weeks ago


    Greensboro, United States Sunrise Senior Living Full time

    Job SummaryWe are seeking a skilled and compassionate Wellness Nurse to join our team at Sunrise Senior Living. As a key member of our care team, you will be responsible for delivering high-quality care to our residents, promoting their overall well-being, and supporting their families.ResponsibilitiesAssist in the development and implementation of...


  • Greensboro, United States Carter Bank & Trust Full time

    POSITION TITLE:Commercial Credit AnalystFLSA STATUS:ExemptSUMMARY:The Commercial Credit Analyst is responsible for evaluating intricate commercial relationships, primarily focusing on Commercial & Industrial and Investment Real Estate sectors. As the analyst gains experience, they will underwrite complex commercial transactions, ensuring adherence to...