Senior Trust Officer

4 days ago


New York, New York, United States 00002 Citibank, N.A. Full time
Job Title: Senior Trust Officer

Citi is seeking a highly skilled Senior Trust Officer to join our team. As a key member of our Trust Fiduciary Services group, you will be responsible for administering UNHW ongoing fiduciary relationships, working with clients to strategize toward the preservation and continued growth of trust assets, and introducing clients to a broad range of investment management opportunities.

Key Responsibilities:
  • Manage an existing book of trust and estate accounts, including revocable and irrevocable trusts, testamentary trusts, ILITS, and IRA accounts.
  • Initiate investment management of accounts by coordinating with Private Bankers and Investment Counselors and utilizing internal and external investment managers.
  • Assess client's overall estate and tax planning needs, including reviewing legal and trust documentation.
  • Comply with legal requirements and internal procedures in relation to account activity, including identification and reporting of risk.
  • Communicate effectively with clients and/or their attorneys on all trust and estate matters.
Qualifications:
  • 10+ years of experience in estate or trust management and administration.
  • Strong knowledge and proven technical proficiency in legal, investment, and tax issues relative to trust and/or estate management and administration.
  • Proven strong communication and project management skills.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


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