Trust Officer

1 week ago


Wausau, Wisconsin, United States Gpac Full time

Trust Officer Role Overview

This is a unique opportunity for a banking professional to service trusts and investments, building strong relationships with customers across generations. As a Trust Officer, you will be responsible for administering trust accounts, including ongoing reviews, discretionary distributions, and relationship building with advisors, clients, and attorneys.

Key Responsibilities:

  • Administer trust accounts, including ongoing reviews and discretionary distributions.
  • Build and maintain strong relationships with advisors, clients, and attorneys.
  • Assist in researching legal issues and interpreting governing documents, including Wills, Trusts, Codicils, and Amendments.
  • Participate in Trust Administrative Sub-Committee meetings and perform annual administrative account reviews.
  • 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:

  • Bachelor's degree or equivalent.
  • JD and/or Masters degree.
  • 5-7 years of relevant trust administration experience.
  • Strong team player with excellent collaboration skills.
  • Professional certifications, such as CTFA, CFP, CFA, or CES.

What We Offer:

This opportunity includes an excellent compensation and benefits package, as well as a competitive salary and bonus incentive program. GPAC is a leading search firm specializing in placing quality professionals within multiple industries across the United States since 1990.

Equal Employment Opportunity:

GPAC is an equal employment opportunity employer and welcomes applications from qualified candidates without regard to race, age, color, sex, religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.


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