Trust Officer

4 weeks ago


Topeka, Kansas, United States Gpac Full time
Trust Officer Job Description

A Trust Officer is a key professional in the banking industry responsible for servicing trusts and investments. This role requires strong relationship-building skills, as customers can span generations.

Key Responsibilities:

  • Service trust accounts, including ongoing account reviews and discretionary distribution reviews.
  • Build and maintain relationships with advisors, clients, and attorneys.
  • Assist in researching legal issues and interpreting governing documents.
  • Participate in Trust Administrative Sub-Committee meetings.
  • Perform administrative account reviews annually.
  • Supervise and monitor new account establishment and funding.
  • Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement.
  • Coordinate preparation of trust tax returns and agency letters with an accountant.
  • Lead and/or participate in projects as a subject matter authority.

Requirements:

  • Microsoft Excel skills required.

About GPAC:

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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