Trust Officer
3 days ago
BANK 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 Responsibilities- Develop and maintain professional relationships with clients, trustees, and other stakeholders.
- Administer trust accounts, including monitoring disbursements and preparing for new business meetings.
- Conduct research on governing documents and current laws to ensure compliance.
- Prepare and review client correspondence, including letters and reports.
- Collaborate with Relationship Managers, Directors, and other Trust Officers to achieve business development goals.
- Bachelor's degree from a four-year college or university.
- Minimum 5-7 years of experience in trust administration, with a demonstrated track record of skills and abilities.
BANK OF MARIN offers a competitive compensation package, including a hiring pay range of $93,000 to $138,000, plus incentive compensation. The bank also provides comprehensive benefits, including medical, dental, vision, 401K, profit sharing, and employee stock ownership plans.
We are an equal opportunity employer and welcome applications from diverse candidates.
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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
1 week ago
Novato, California, United States Eleos Full timeJob Title: Trust OfficerAt 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...
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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
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
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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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Early Childhood Educator
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Licensed Mental Health Therapist
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