Trust Officer

2 days ago


Springfield, Illinois, 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.

Requirements:

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

This is an excellent opportunity to join a reputable bank with a strong commitment to employee retention and professional development. If you are a motivated and detail-oriented individual with a passion for trust administration, we encourage you to apply.


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