Trust Officer

4 weeks ago

Columbia, Tennessee, United States gpac Full time
Job Title: Trust Officer

GPAC is seeking a skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for providing exceptional service to our clients and their advisors, ensuring the smooth administration of trust accounts.

Key Responsibilities:
  • Conduct ongoing account reviews and discretionary distribution reviews to ensure compliance with governing documents and state and federal statutes.
  • Build and maintain relationships with advisors, clients, and attorneys to provide exceptional service and support.
  • Assist in researching legal issues and interpreting governing documents, including Wills, Trusts, Codicils, Amendments, and Contracts.
  • Participate in Trust Administrative Sub-Committee meetings and perform administrative account reviews annually.
  • Supervise and monitor new account establishment and funding, ensuring timely and accurate estate settlement.
  • Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement, including review of documents, payment of final expenses, and coordination of gathering of material/documents for the final income tax return and estate tax return.
  • Coordinate preparation of trust tax returns and Agency letters with an accountant, address coding and other issues impacting preparation of returns, and assist in the development of new policies and procedures to address improvements and changes.
  • Lead and/or participate in projects as a subject matter authority, such as IRA development, coordination with Financial Planning, system conversions, team process improvements, and other initiatives.

As a Trust Officer at GPAC, you will have the opportunity to work with a talented team of professionals who are dedicated to delivering exceptional results for our clients. If you are a motivated and detail-oriented individual with a passion for trust administration, we encourage you to apply for this exciting opportunity.

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