Trust Officer

3 days ago


Novato, California, United States BANK OF MARIN Full time
Job Overview

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.
Requirements
  • 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.
What We Offer

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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