Senior Trust Officer
4 weeks ago
We are seeking a highly skilled Senior Trust Officer to join our team at M&T Bank. As a key member of our wealth management team, you will be responsible for administering and managing complex trust relationships with our clients.
Key Responsibilities:
- Manage and administer complex trust relationships with clients, ensuring timely and accurate execution of trust documents and transactions.
- Develop and maintain strong relationships with clients and their advisors, providing exceptional customer service and support.
- Collaborate with internal partners, including investment advisors and commercial bankers, to ensure seamless delivery of trust services.
- Stay up-to-date on regulatory requirements and industry standards, ensuring compliance with all relevant laws and regulations.
- Participate in client presentations and serve as a subject matter expert on trust administration.
Requirements:
- Bachelor's degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry.
- Strong verbal and written communication skills, with the ability to communicate complex trust concepts to clients and internal partners.
- Excellent organizational and planning skills, with the ability to manage multiple trust relationships and deadlines.
- Strong knowledge of fiduciary business, including decisioning experience in complex fiduciary matters.
- Ability to maintain high level of integrity and professionalism, with a strong commitment to customer service and satisfaction.
Preferred Qualifications:
- Juris Doctor (JD) or Master's degree in a related field.
- Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry.
- CTFA (Certified Trust and Financial Advisor) certification.
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