Senior Trust Officer

2 days ago


Hazleton, Pennsylvania, United States M&T Bank Full time
Job Summary

We are seeking a highly skilled and experienced Senior Trust Officer to join our team at M&T Bank. As a Senior Trust Officer, you will be responsible for administering and managing complex trust relationships, providing exceptional client service, and developing deep relationships with clients to best administer their trust accounts.

Key Responsibilities
  • Administer and manage complex trust relationships, including decisioning experience in complex fiduciary matters.
  • Provide exceptional client service and develop deep relationships with clients to best administer their trust accounts.
  • Develop and implement trust solutions to meet wealth client needs.
  • Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative activities.
  • Communicate regularly with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs, and tax accountants.
  • Supervise and mentor less experienced staff to ensure they have the necessary skills and knowledge to perform their duties.
  • Stay up-to-date with regulatory requirements and industry standards, and ensure compliance with all relevant laws and regulations.
Requirements
  • Bachelor's degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry.
  • Strong verbal and written communication skills, with the ability to communicate complex information in a clear and concise manner.
  • Strong planning and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Strong customer focus, with the ability to provide exceptional client service and develop deep relationships with clients.
  • Thorough knowledge of fiduciary business, including decisioning experience in complex fiduciary matters.
  • Good investment knowledge of asset allocation strategies.
  • Proficiency with personal computers and relevant software applications.
Preferred Qualifications
  • Juris Doctor (JD) or Master's degree.
  • Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry.
  • CTFA (Certified Trust and Financial Advisor) certification.

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