Trust Officer

7 days ago


Gaithersburg, Maryland, United States gpac Full time
Trust Officer Job Description

gpac is pleased to be partnered with a growing, profitable Trust Company to help them identify a Trust Officer.

Job Overview

The Trust Officer will be responsible for reviewing and understanding trust documents, administering personal trusts in accordance with trust documents, and coordinating tax returns with outside preparers.

The ideal candidate will have previous experience as a paralegal or in a legal or financial services field, with excellent written and verbal communication skills, and the ability to prioritize and multitask.

Key Responsibilities
  • Review and understand trust documents and administer personal trusts in accordance with trust documents
  • Coordinate tax returns with outside preparers and assist with account reviews
  • Read, analyze, and interpret common legal documents, including Wills, Trusts, and other Estate planning documents
  • Triage new business coming in weekly and provide summary of accounts
  • Respond to common inquiries or complaints from customers
  • Provide administrative support
Requirements
  • Previous experience as a paralegal or in a legal or financial services field
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Deadline and detail-oriented
  • JD with Estate planning experience
  • Proficiency with Microsoft Office software and ability to become familiar with FIS/Charlotte/Sungard database software

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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