Senior Fiduciary Officer

2 weeks ago


San Jose, California, United States Kinect Full time
Senior Fiduciary Officer

The Senior Fiduciary Officer plays a crucial role in delivering exceptional client service, fostering account expansion, ensuring client loyalty, managing risks, and overseeing the comprehensive administration of a designated portfolio.

Key Responsibilities
  • Administer trust assets, liabilities, and tax obligations.
  • Supervise properties held in trust.
  • Conduct thorough administrative reviews of accounts.
  • Mitigate risks and guarantee adherence to regulations.
  • Facilitate the onboarding of new accounts and asset transfers.
  • Uphold superior levels of client service.
  • Interpret trust documents and make informed decisions.
  • Investigate and propose actionable strategies.
  • Remain informed about advancements in the wealth management sector.
  • Generate new business opportunities.
  • Engage with local community and business organizations.
  • Contribute to special initiatives and projects.
Qualifications
  • At least 5 years of experience in trust administration.
  • Bachelor's degree or higher; CTFA designation is preferred.
  • Proficient in Trust Accounting Systems.
  • Solid understanding of trust administration principles.
  • Experience managing trusts in accordance with legal standards.
  • Knowledge of fiduciary tax regulations.
  • Expertise in investment strategies and asset management.
  • Strong organizational and time management capabilities.
  • Exceptional interpersonal and communication skills.
  • Proficient in Microsoft Office applications.


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