Trust Officer

3 weeks ago


Bethesda, Maryland, United States Gpac Full time
Trust Officer Job Description

Gpac is pleased to partner with a growing, profitable Trust Company to identify a Trust Officer.

This hybrid role is located near a metro stop on the MD/DC border and offers a unique blend of administrative and technical responsibilities.

Key Responsibilities:
  • Review and understand trust documents, ensuring compliance with trust agreements
  • Coordinate tax returns with external preparers and assist with account reviews
  • Analyze and interpret common legal documents, including Wills, Trusts, and Estate planning documents
  • Triage new business, providing summary reports and account updates
  • Respond to customer inquiries and complaints, demonstrating excellent communication skills
  • Understand customer account statements and investment theory, providing administrative support as needed
Requirements:
  • Previous experience in a paralegal or financial services role
  • Ability to prioritize tasks, multitask, and meet deadlines
  • Excellent written and verbal communication skills
  • JD (preferred) with Estate planning experience
  • Proficiency in Microsoft Office software and ability to learn FIS/Charlotte/Sungard database software
  • Self-motivated individual with limited administrative support

Gpac is an award-winning search firm specializing in placing quality professionals across the United States. We are client-focused and committed to delivering the right solutions at the right time.


  • Senior Trust Officer

    3 weeks ago


    Bethesda, Maryland, United States Chevy Chase Trust Full time

    Job Title: Senior Trust Officer, Client ServicesChevy Chase Trust is a leading investment management firm seeking a highly skilled Senior Trust Officer, Client Services to join our team. As a key member of our client services team, you will be responsible for providing exceptional administrative support to our clients and ensuring their needs are met with...

  • Senior Trust Officer

    4 weeks ago


    Bethesda, Maryland, United States Chevy Chase Trust Full time

    About the RoleChevy Chase Trust is seeking a highly skilled Senior Trust Officer to join our team. As a key member of our client services department, you will be responsible for providing exceptional administrative support to our clients and ensuring their needs are met.Key ResponsibilitiesCommunicate effectively with clients to understand their needs and...


  • Bethesda, Maryland, United States Chevy Chase Trust Full time

    About the RoleChevy Chase Trust is seeking a highly skilled Senior Trust Officer to join our team. As a key member of our client services department, you will be responsible for providing exceptional administrative support to our clients and ensuring their needs are met with the highest level of service.Key ResponsibilitiesCommunicate effectively with...

  • Trust Officer

    4 weeks ago


    Bethesda, Maryland, United States Gpac Full time

    Trust Officer Job DescriptionGpac is pleased to partner with a reputable Trust Company to identify a Trust Officer who will play a crucial role in the administration of personal trusts.Key Responsibilities:Review and understand trust documents to ensure accurate administration of personal trusts.Coordinate tax returns with external preparers and assist with...

  • Trust Officer

    3 weeks ago


    Bethesda, Maryland, United States Gpac Full time

    GPAC is proud to partner with a reputable Trust Company to find a skilled Trust Officer.This hybrid role offers a unique blend of administrative and technical responsibilities, requiring a detail-oriented individual with excellent communication skills.Key Responsibilities:Review and interpret trust documents, ensuring accurate administration of personal...


  • Bethesda, Maryland, United States B.F. Saul Company Full time

    Job Title: Senior Trust OfficerChevy Chase Trust is a leading investment firm that offers personalized financial advice and planning services to individuals, families, and institutions. Our team of experts provides unique thematic investment research and asset management solutions that cater to our clients' specific needs.Job SummaryThe Senior Trust Officer...


  • Bethesda, Maryland, United States Chevy Chase Trust Full time

    Job SummaryChevy Chase Trust is a leading investment think tank offering personalized financial advice and planning for individuals, families, and institutions. As a Senior Legal Assistant/Corporate Paralegal, you will provide critical support to the Chief Legal and Administrative Officer, handling organization-wide legal and administrative matters with...


  • Bethesda, Maryland, United States Chevy Chase Trust Full time

    Job SummaryChevy Chase Trust is a leading investment think tank that offers personalized financial advice and planning services to individuals, families, and institutions. We are seeking a highly skilled Senior Legal Assistant/Corporate Paralegal to support our Chief Legal and Administrative Officer in managing organization-wide legal and administrative...


  • Bethesda, Maryland, United States GRF CPAs & Advisors Full time

    Job SummaryGRF CPAs & Advisors seeks a highly skilled Estate and Trust Tax Senior Manager to join our team. The ideal candidate will have a strong background in tax and estate planning, with a proven track record of delivering high-quality results.Key ResponsibilitiesPerform technical tax review and approval of individual, trusts, estates, and related...


  • Bethesda, Maryland, United States Mill Creek Residential Trust Full time

    Capital Markets Associate Job DescriptionAt Mill Creek Residential Trust, we are committed to building a diverse, equitable, and inclusive workplace where our associates can grow and bring their whole selves to work. We encourage you to apply if this role excites you, even if you don't meet 100% of the requirements.Job SummaryThe Capital Markets Associate's...


  • Bethesda, Maryland, United States RLJ Lodging Trust Full time

    Job SummaryThe Administrative Assistant provides comprehensive administrative support to the Design and Construction Executives and the department under the leadership of the Senior Vice President of Design and Construction. This role involves developing and implementing organizational systems to enhance departmental efficiency, as well as assisting the...


  • Bethesda, Maryland, United States Mill Creek Residential Trust Full time

    About the RoleMill Creek Residential Trust is seeking a highly skilled Capital Markets Associate to join our team. As a key member of our finance department, you will play a critical role in sourcing, negotiating, and closing construction debt, joint venture equity, and project refinancing across our 21 markets.Key ResponsibilitiesDebt Financing Strategies:...


  • Bethesda, Maryland, United States Kelly Full time

    Kelly Government Solutions is a trusted partner to the federal government and its key suppliers. We are collaborating with the National Institutes of Health to offer professionals the opportunity to work with the leading medical research center in the world.This is a 9-week contract position, and the successful candidate will be based on-site at the National...

  • Office Manager I

    4 weeks ago


    Bethesda, Maryland, United States ZoomInfo Technologies LLC Full time

    About the RoleWe are seeking a highly organized and detail-oriented Office Manager to join our team at ZoomInfo. As an Office Manager, you will be responsible for ensuring the smooth operation of our office space, including coordinating administrative tasks, managing relationships with vendors, and providing exceptional support to our employees and...


  • Bethesda, Maryland, United States Offit Kurman Full time

    Offit Kurman: A Leading Law Firm for Estate PlanningWe are a reputable law firm seeking an experienced Estate Planning Attorney to join our Estates and Trusts group in our Bethesda office.Key Responsibilities:Lead in-person client meetings and develop strong client relationships.Practice trusts and estates law with a focus on estate planning, probate...


  • Bethesda, Maryland, United States Offit Kurman Full time

    Offit Kurman: A Leading Full-Service FirmWe are a growing law firm serving the private client market, seeking an experienced Estate Planning Attorney to join our Estates and Trusts group in our Bethesda office.Key Responsibilities:Lead in-person client meetings and develop strong client relationships.Practice trusts and estates law with a focus on estate...


  • Bethesda, Maryland, United States Offit Kurman Full time

    Offit Kurman, a leading full-service firm, is seeking an experienced Estate Planning Attorney to join its Estates and Trusts group in the Bethesda office. The ideal candidate will have a proven track record of practicing trusts and estates law, with a strong ability to lead client meetings and build lasting relationships.Key Responsibilities:Develop and...


  • Bethesda, Maryland, United States Offit Kurman Full time

    Offit Kurman - Estate Planning Attorney OpportunityWe are seeking an experienced Estate Planning Attorney to join our Estates and Trusts group in our Bethesda office.Key Responsibilities:Practice trusts and estates law with a focus on estate planning and administration.Develop and maintain strong client relationships through in-person meetings and effective...


  • Bethesda, Maryland, United States Manhattan Strategy Group Full time

    Job Title: Senior SharePoint DeveloperManhattan Strategy Group is seeking a highly skilled Senior SharePoint Developer to join our team in Bethesda, MD. As a Senior SharePoint Developer, you will play a key role in delivering high-quality solutions that meet the needs of our clients, including U.S. federal agencies.Responsibilities:Analyze and document the...

  • ID Card Specialist

    4 weeks ago


    Bethesda, Maryland, United States Magellan Health Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Part-Time Intermittent ID Card Specialist to join our team at Magellan Health, Inc. As a key member of our team, you will provide professional military personnel support services to the U.S. Navy's Identification Card Administration (ICA) program.Key ResponsibilitiesDeliver ID Card services to...