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Trust Officer

2 months ago

Eau Claire, Wisconsin, United States Gpac Full time
About the Role

This is a challenging and rewarding opportunity for a skilled Trust Officer to join our team at GPAC. As a Trust Officer, you will be responsible for servicing trust accounts, building relationships with clients and advisers, and ensuring the timely and accurate administration of trusts.

Key Responsibilities
  • Trust Account Servicing: Responsible for ongoing account reviews, discretionary distribution reviews, and relationship building with advisers, clients, and attorneys.
  • Relationship Building: Develop and maintain strong relationships with clients, advisers, and attorneys to ensure the best possible outcomes for our clients.
  • Trust Administration: Assist in researching legal issues, knowledge of state and federal statutes governing trust administration, and interpreting and executing actions as advised by governing documents.
  • Administrative Account Reviews: Participate in Trust Administrative Sub-Committee meetings and perform administrative account reviews annually.
  • Account Servicing and Retention: Accountable for servicing and retention of existing accounts, including supervising and monitoring new account establishment and funding.
  • Estate Settlement: Work with advisers, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement, including review of documents, payment of final expenses, and coordination of gathering of material/documents for the final income tax return and estate tax return.
  • Trust Tax Returns: Coordinate preparation of trust tax returns and Agency letters with an accountant, address coding and other issues impacting preparation of returns, and assist in the development of new policies and procedures to address improvements and changes.
  • Project Leadership: Lead and/or participate in projects as a subject matter authority, such as IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.
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.