Trust Officer
4 weeks ago
A Trust Officer at GPAC is a banking professional responsible for servicing trusts and investments. This role involves building relationships with customers, advisors, and attorneys, and ensuring timely and accurate estate settlement. The Trust Officer will also perform administrative account reviews, supervise new account establishment, and work with the trust team to ensure proper distributions are made to beneficiaries.
Key Responsibilities:
- Service trust accounts, including ongoing account reviews and discretionary distribution reviews.
- Build relationships with customers, advisors, and attorneys to ensure timely and accurate estate settlement.
- Perform administrative account reviews and supervise new account establishment.
- Work with the trust team to ensure proper distributions are made to beneficiaries.
- Coordinate preparation of trust tax returns and agency letters with an accountant.
- Assist in the development of new policies and procedures to address improvements and changes.
- Lead and/or participate in projects as a subject matter authority.
Requirements:
- Microsoft Excel skills required.
About GPAC:
GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.
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