Trust Officer
2 days ago
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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Trust Officer
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