Trust Officer

2 weeks ago


Dublin, Ohio, United States gpac Full time
Job Title: Trust Officer

We are seeking an experienced Trust Officer to provide investment management and trust administration services to high-net-worth clientele.

Responsibilities:
  • Administer personal, estate, and charitable trust accounts
  • Act as fiduciary to make and implement investment decisions per the terms of trusts
  • Prepare detailed asset allocation recommendations and implement investment strategy
  • Analyze trusts and provide creative solutions to help minimize taxes and transfer costs
  • Communicate regularly with grantors, beneficiaries, attorneys, CPAs, and brokers
  • Ensure compliance with all state and federal laws/regulations related to trust administration
Requirements:
  • 5+ years of trust operations and investment portfolio management experience
  • CFP or CTFA designation preferred
  • Series 65 license required
  • Excellent client service orientation and communication skills
  • Strong aptitude for analyzing complex trust structures and tax implications
  • Proficiency with financial planning and portfolio modeling software

This is an opportunity to play a key role in providing the highest level of trust services and customized wealth management to high-net-worth clients.

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are committed to delivering the right solutions at the right time.

We are an equal opportunity employer and welcome applications from all qualified candidates without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.


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