Trust Officer
1 week ago
At Eleos, we are seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for interacting with clients, performing trust administration tasks, and providing exceptional customer service.
Key Responsibilities:- Deal directly with trust beneficiaries and agency clients regarding personal financial situations.
- Prepare for new business meetings with prospective clients and assist in preparation for new business meetings.
- Perform trust and estate administration, estate planning, creation of business entities, tax planning, and complex real estate and securities transactions.
- Communicate effectively with clients, accountants, financial advisors, banking personnel, realtors, appraisers, and other attorneys.
- Prepare documents and forms, including allocation agreements, sales agreements, pleadings, affidavits, deeds, promissory notes, and letters of instruction to financial institutions.
- Facilitate preparation of fiduciary accountings, income tax returns, and estate tax returns.
- Create and maintain office forms, templates, and office procedures.
- Train and support other paralegals and staff.
- Manage investment accounts, compliance, administrative reviews, corporate trustee, and relationship officer responsibilities.
- Trust and estate administration, estate planning, creation of business entities, tax planning, and complex real estate and securities transactions.
- Trust administration: terminating trusts, discretionary trusts, charitable remainder unitrusts, special needs trusts, irrevocable trusts created for estate tax planning purposes, and agency trusts.
In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. Eleos offers competitive compensation and comprehensive benefit programs, including medical, dental, vision, 401K, profit sharing, and employee stock ownership plans, tuition reimbursement, and an employee volunteer program.
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Trust Officer
3 weeks ago
Novato, California, United States Eleos Full timeJob Title: Trust OfficerThe Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration. Perform and/or assist Trust Officer(s) in the general administration of trust accounts as assigned, and perform duties as directed by the governing document and current pertinent...
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Trust Officer
3 weeks ago
Novato, California, United States Eleos Full timeJob Title: Trust OfficerAt Eleos, we are seeking a highly skilled and experienced Trust Officer to join our team. As a Trust Officer, you will play a critical role in interacting with clients, managing trust accounts, and performing various administrative tasks.Key Responsibilities:Client Interaction: Deal directly with trust beneficiaries and agency clients...
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Trust Officer
3 days ago
Novato, California, United States Eleos Full timeJob Title: Trust OfficerThe Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration.Key Responsibilities:Deal directly with trust beneficiaries and agency clients regarding personal financial situations with minimal supervision.Prepare for new business meetings...
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Trust Officer
3 weeks ago
Novato, California, United States BANK OF MARIN Full timeJob Title: Trust OfficerBank of Marin is seeking a Trust Officer to join our Wealth Management and Trust team at our corporate office in Novato. As a Trust Officer, you will be responsible for interacting with clients, performing trust account administration, and generating new business opportunities.Key Responsibilities:Deal directly with trust...
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Trust Officer
3 days ago
Novato, California, United States BANK OF MARIN Full timeJob OverviewBANK OF MARIN is seeking a skilled Trust Officer to join its Wealth Management and Trust team at the corporate office in Novato. This role involves interacting with clients, managing trust accounts, and performing administrative tasks with minimal supervision.Key ResponsibilitiesDevelop and maintain professional relationships with clients,...
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Trust Officer
4 days ago
Novato, California, United States Bank of Marin Full time{"Job Title: Trust Officer Job Summary: Bank of Marin is seeking a Trust Officer to join our Wealth Management and Trust team. The successful candidate will be responsible for interacting with clients, performing trust account administration, and generating new business opportunities. Key Responsibilities: * Interact with clients and perform trust account...
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Trust Officer
3 weeks ago
Novato, California, United States Bank of Marin Full timeTrust Officer Job DescriptionBank of Marin, a leading financial institution, is seeking a skilled Trust Officer to join its Wealth Management and Trust team at its corporate office in Novato.The successful candidate will be responsible for interacting with clients, performing trust account administration, and providing exceptional customer service. This role...
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Trust and Estate Administrator
4 days ago
Novato, California, United States Eleos Full timeTrust and Estate ParalegalThe Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration. Perform and/or assist Trust Officer(s) in the general administration of trust accounts as assigned, and perform duties as directed by the governing document and current...
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Trust and Estate Paralegal Specialist
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