Trust Officer Senior
3 weeks ago
As a Senior Trust Officer at Mechanics Bank, you will be responsible for administering and managing complex trust, investment management, and custody accounts. Your expertise will involve interpreting governing documents, managing tax and legal activities, and coordinating the receipt, valuation, review, custody, and disposition of account assets. You will also be responsible for authorizing discretionary and non-discretionary payments, gathering backup documentation, and communicating with clients, beneficiaries, and other professionals to resolve problems and concerns with accounts. Additionally, you will serve on internal committees and project teams, cultivate relationships with clients and internal partners, and represent and promote the Bank in civic and community groups and events.
Requirements:
Bachelor's Degree or additional experience preferred. Certified Trust and Fiduciary Advisor (CTFA) or JD preferred. Minimum of 10 years technical experience and 3 years leadership experience. Extensive knowledge of personal trust administration with 10+ years experience. Strong communication and interpersonal skills, knowledge of fiduciary and individual income tax laws, and ability to analyze and interpret legal, investment, and tax documents. Proactive approach to problem-solving and ability to identify and act on potential liability issues. Ability to grow client base and generate revenue.
Compensation:
$110,000-$165,000 annually. Final compensation package will be determined by work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
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Trust Officer
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Beverly Hills, California, United States Mechanics Bank Full timeAbout the RoleMechanics Bank is seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for administering and managing complex trust and investment accounts, ensuring that clients' needs are met while mitigating risks.Key ResponsibilitiesAdminister and manage trust, investment management, and custody accounts,...
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Trust Officer
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Beverly Hills, California, United States Mechanics Bank Full timeJob Summary:As a Trust Officer at Mechanics Bank, you will be responsible for administering and managing complex trust, investment management, and custody accounts. You will work closely with clients, beneficiaries, attorneys, and other professionals to ensure that their financial needs are met. This role requires strong analytical and communication skills,...
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