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Trust Officer

2 months ago

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

**About Us**

BANK OF MARIN, a leading financial institution, is seeking a highly skilled Trust Officer to join our Wealth Management and Trust team at our corporate office. As a trusted partner, we provide exceptional service to our clients, and we're looking for a professional who shares our commitment to excellence.

Job Summary

We're looking for a skilled Trust Officer to interact with clients, manage trust accounts, and perform administrative tasks with minimal supervision. The ideal candidate will have a strong background in trust administration, excellent communication skills, and the ability to work independently.

Key Responsibilities

  • Client Interaction: Deal directly with trust beneficiaries and agency clients regarding personal financial situations.
  • Trust Administration: Maintain professional rapport and working relationships with trustees or COI's as needed to sustain the account relationship.
  • Research and Compliance: Research the terms of the governing document in terms of current governing state and federal laws.
  • Disbursements and Transactions: Monitor, enter or cause to be entered disbursements from accounts, and place purchase and sale transactions as needed or directed.
  • Client Communication: Create original correspondence to clients, attorneys, CPAs or other professionals as needed.
  • Other Duties: Perform other duties as assigned by the governing document and current pertinent law.

Requirements

  • Education: Bachelor's degree from a four-year college or university required. JD, CTFA, AEP or similar designation preferred.
  • Experience: Minimum 5-7 years of experience or the equivalent combination of education and experience, in the area of trust administration with a demonstrated track record of skills and abilities.

What We Offer

BANK OF MARIN offers competitive compensation and comprehensive benefit programs, including medical, dental, vision, 401K, profit sharing, and employee stock ownership plans. We're committed to providing a supportive work environment and opportunities for career advancement.

Equal Opportunity Employer

BANK OF MARIN is an equal opportunity employer and welcomes applications from diverse candidates.