Trust Officer

7 days ago


Greensboro, United States Old North State Trust Full time
Job Title: Senior Trust Officer

Old 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, and other fiduciary accounts in accordance with the terms of governing documents.
  • Serve as a department subject matter expert regarding fiduciary accounts and provide consultation on financial and wealth management matters.
  • Partner with external advisors regarding tax, legal, and other fiduciary matters.
  • Promote and sell trust services to new and existing customers, maintaining current client relationships and developing new client relationships in the areas of investment management, trust administration, estate, and retirement planning.
  • 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.
Requirements:
  • Minimum of 7 years of 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 the financial services industry's trends, directions, major issues, regulatory considerations, and trendsetters.
  • Have demonstrated success working with teams.
Preferred Qualifications:
  • Possess a CTFA designation.

We are an equal opportunity employer and welcome applications from diverse candidates.



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