Trust Officer
3 weeks ago
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
- 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.
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Senior Trust Officer
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Senior Trust Officer
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Senior Trust Officer
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Trust Officer
4 weeks ago
Bethesda, Maryland, United States Gpac Full timeTrust 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...
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Trust Officer
3 weeks ago
Bethesda, Maryland, United States Gpac Full timeGPAC 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...
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