Trust Officer

1 week ago


Novato, California, United States Eleos Full time
Job Title: Trust Officer

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.
Requirements:
  • 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.
Benefits:

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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