Trust Officer

2 days ago


Mount Vernon, New York, United States Orange County Trust Company Full time
Job Summary

We are seeking a highly skilled and experienced Trust Officer to join our team at Orange Bank and Trust Company. As a Trust Officer, you will be responsible for the management and administration of assigned accounts, including Estates, Trusts, Special Needs Trusts, and Agency accounts.

Key Responsibilities
  • Manage a book of accounts and perform day-to-day administrative duties associated with their accounts.
  • Work collaboratively with attorneys, accountants, beneficiaries, and co-fiduciaries in the administration of Trusts/Estates.
  • Review and discuss discretionary payment requests with Trust beneficiaries and Co-Fiduciaries.
  • Cultivate and manage new business referrals received from Bank colleagues and area-professionals.
  • Regularly engage in new business activities to meet annual business development and calling goals.
  • Proactively communicate and meet with existing clients to continuously evaluate their needs and deliver high-quality service.
  • Build and grow their own Centers of Influence (COI) network.
  • Represent the Trust Division in the market, including attendance at community events, seminars, and professional networking events.
  • Monitor real estate held in fiduciary accounts and minimize risks associated with such assets.
Requirements
  • Bachelor's Degree or higher.
  • Five to 10 years of experience as a Trust Officer or a practicing attorney.
  • Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Work Environment

This role requires a professional office environment and involves frequent sitting, normal range of vision, speech, and hearing abilities, mobility for greeting and assisting clients, and the ability to skillfully operate a computer, telephone, and other standard office equipment.

Occasional travel to Bank, client, prospective client, and COI locations may be required.

The successful candidate will be required to lift and/or move up to 20 pounds.

Equal Employment Opportunity

Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status, or any other legally-recognized protected basis under federal, state, or local laws, regulations, or ordinances.

Reasonable accommodations will be made for individuals with disabilities.


  • Trust Officer

    8 hours ago


    Mount Vernon, New York, United States Orange County Trust Company Full time

    Job SummaryThe Trust Officer is a critical role within our organization, responsible for the management and administration of assigned fiduciary accounts, including estates, trusts, and agency accounts. This experienced professional will work closely with counsel and tax accountants to coordinate administration, meet tax-reporting deadlines, and oversee all...

  • Trust Officer

    22 hours ago


    Mount Vernon, New York, United States Orange County Trust Company Full time

    Job Summary:Orange County Trust Company seeks a skilled Trust Officer to manage and administer assigned accounts, including Estates, Trusts, Special Needs Trusts, and Agency accounts. The ideal candidate will possess a strong understanding of fiduciary knowledge and be able to make sound decisions and accurate administration.Key Responsibilities:1. Manage a...

  • HR/AP/AR Coordinator

    1 month ago


    Mount Vernon, New York, United States Whispering Hills Full time

    Job SummaryWhispering Hills Center is seeking a highly skilled Business Office Manager to oversee all functions of the Business Office. The ideal candidate will have experience in managing accounts receivable, accounts payable, and payroll functions, as well as excellent communication and organizational skills.Key ResponsibilitiesManage and coordinate...


  • Mount Vernon, New York, United States The HealthCare Initiative Full time

    Health Information ManagerThe HealthCare Initiative is seeking a skilled Health Information Manager to oversee our medical records program. This role ensures compliance with regulations, state laws, and HIPAA standards.Key Responsibilities:Direct and coordinate medical record practices to ensure compliance with IBOH and medical staff bylaws.Supervise chart...


  • Mount Vernon, New York, United States KBS Full time

    About KBSKBS, a leading provider of facility services, is seeking a skilled Custodian / Cleaner to join our team. Our company values trust, reliability, innovation, and service, and we strive to provide a clean and healthy environment for our clients.Job SummaryWe are looking for a detail-oriented and hardworking individual to maintain the cleanliness and...


  • Mount Vernon, New York, United States The HealthCare Initiative Full time

    Health Information ManagerThe HealthCare Initiative is seeking a skilled Health Information Manager to oversee our medical records program. This role ensures compliance with regulations, state laws, and HIPAA standards.Key Responsibilities:Direct and coordinate medical record practices to ensure compliance with IBOH and medical staff bylaws.Supervise chart...

  • Phlebotomy Specialist

    4 weeks ago


    Mount Vernon, New York, United States JobRialto Full time

    Job SummaryThe Phlebotomist is responsible for preparing specimens for laboratory testing and performing screening standards. This role requires a high level of accuracy and attention to detail to ensure quality blood samples are collected while creating a comfortable and trusting environment for patients.Key Responsibilities:Collect blood samples from...


  • Mount Vernon, New York, United States Tutor Perini Corporation Full time

    About WDF Inc.WDF Inc., a leading specialty mechanical contractor, is seeking a skilled Mechanical Field Engineer to join our team in Mount Vernon, NY. As a trusted partner to top owners and developers, we deliver exceptional services that address the key components of constructing a project from the ground up.Job SummaryWe are looking for a highly motivated...

  • Tax Office Manager

    17 hours ago


    Mount Kisco, New York, United States H&R Block Full time

    Job Title: Team LeaderAt H&R Block, we're committed to helping our clients and associates achieve their goals. As a Team Leader, you'll play a key role in leading a customer-centric team of associates and driving growth in our tax offices.Key Responsibilities:Partner with District General Managers to create and implement office-level growth plans, including...

  • Senior Field Engineer

    4 weeks ago


    Mount Vernon, New York, United States Tutor Perini Corporation Full time

    About WDF Inc.WDF Inc., a leading specialty mechanical contractor, is seeking a highly skilled Sr. Field Engineer to join our team in Mount Vernon, NY. As a trusted partner to top owners and developers, we deliver exceptional services that address the key components of constructing a project from the ground up.Job SummaryWe are looking for a seasoned...


  • Mount Vernon, New York, United States Solomon Page Full time

    Job Title: Physical TherapistWe are seeking a skilled Physical Therapist to join our team at Solomon Page. As a Physical Therapist, you will work closely with patients to learn more about their conditions and create a personalized care plan.Job Details:Location: Mount Vernon, MissouriDuration: 13 weeksStart Date: October 14, 2024Shift: 5x8 daysEstimated...

  • Chief Estimator

    4 weeks ago


    Mount Vernon, New York, United States Tutor Perini Full time

    About WDF Inc.WDF Inc., a leading specialty mechanical contractor, is seeking a seasoned Chief Estimator to join our team in Mount Vernon, NY.As a trusted partner to top owners and developers, we deliver exceptional services that address the key components of constructing a project from the ground up. Our commitment to safety, integrity, and excellence...

  • Chief People Officer

    2 weeks ago


    Mount Laurel, New Jersey, United States NFL Enterprises, LLC Full time

    Job SummaryServe as a trusted key HR advisor for various Films leaders on people-related matters, fostering strong relationships with key internal stakeholders to facilitate effective HR partnerships. Leverage experience and knowledge to consult on opportunities and challenges, driving business growth and success.Key ResponsibilitiesNurture relationships...


  • Mount Kisco, New York, United States Pearl Dental Care Full time

    Job OverviewWe are seeking a skilled dental hygienist to join our team at Pearl Dental Care. As a key member of our health care team, you will be responsible for providing exceptional patient care and ensuring the highest standards of oral health.Key ResponsibilitiesConduct thorough dental cleanings and screenings to identify potential oral health...


  • Mount Sinai, New York, United States Superior Insurance Partners LLC Full time

    {"h1": "Job Title: CSR - Personal Lines Insurance", "h2": "About Us", "p": "At Superior Insurance Partners LLC, we are a rapidly growing insurance brokerage platform focused on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Our mission is to improve the lives of our agency partners by creating a...


  • Mount Sinai, New York, United States Superior Insurance Partners LLC Full time

    Job Title: CSR - Personal Lines Insurance Job Description: **About Us** Superior Insurance Partners LLC is a rapidly growing insurance brokerage platform focused on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. We partner with leading independent insurance agencies in the Midwest and Eastern US to...


  • Mount Laurel, New Jersey, United States H&H Full time

    Job OpportunityWe are seeking a highly skilled Structural Engineer to join our team at H&H, a trusted full-service infrastructure engineering firm with over 137 years of experience.As a key member of our Passenger Rail & Transit Group, you will contribute to the growth and capabilities of our organization, working on intricate and innovative engineering...

  • Data Entry Specialist

    2 weeks ago


    Mount Laurel, New Jersey, United States Prime Hires Full time

    Job SummaryWe are seeking a detail-oriented Data Entry Clerk to join our team at Prime Hires. As a Data Entry Clerk, you will be responsible for accurately entering data into our system, maintaining records, and ensuring the quality of our data.Key Responsibilities:Enter data into our system with high accuracy and attention to detailMaintain accurate and...


  • Mount Laurel, New Jersey, United States Greater Philadelphia YMCA Full time

    Family Worker Job DescriptionThe Greater Philadelphia YMCA is seeking a dedicated and compassionate Family Worker to join our team. As a Family Worker, you will play a vital role in supporting families in need, providing guidance, and connecting them with essential resources.Key Responsibilities:Conduct home visits and conferences to assess family needs and...


  • Mount Laurel, New Jersey, United States Holman Enterprises Full time

    Job Summary:We are seeking a highly skilled Mobility Status Specialist to join our team at Holman Enterprises. As a key member of our organization, you will be responsible for researching the status of vehicles with manufacturers and/or upfitters, communicating delays to Client Relations and Vehicle Supply Chain, and uploading data to maintain validity in...