Trust Officer

1 week ago

Medina, Ohio, United States gpac Full time
Job Title: Trust Officer

We are seeking an experienced Trust Officer to provide investment management and trust administration services to high-net-worth clientele.

Responsibilities:
  • Administer personal, estate, and charitable trust accounts
  • Act as fiduciary to make and implement investment decisions per the terms of trusts
  • Prepare detailed asset allocation recommendations and implement investment strategy
  • Analyze trusts and provide creative solutions to help minimize taxes and transfer costs
  • Communicate regularly with grantors, beneficiaries, attorneys, CPAs, and brokers
  • Ensure compliance with all state and federal laws/regulations related to trust administration
Requirements:
  • 5+ years of trust operations and investment portfolio management experience
  • CFP or CTFA designation preferred
  • Series 65 license required
  • Excellent client service orientation and communication skills
  • Strong aptitude for analyzing complex trust structures and tax implications
  • Proficiency with financial planning and portfolio modeling software

As a Trust Officer, you will serve as a knowledgeable resource for high-net-worth clients in managing substantial, sophisticated investment portfolios and administering personalized trust solutions. This is an opportunity to play a key role in providing the highest level of trust services and customized wealth management.

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.

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