Trust Officer Team Lead

3 weeks ago

Sens, Bourgogne-Franche-Comté, United States Advisor Group Full time
Trust Officer Team Lead Job Description

Advisor Group is seeking a Trust Officer Team Lead to join our team within Premier Trust. The Trust Officer Team Lead is responsible for the overall company's trust activities for all or portion of their specific department and for complete administration of assigned complex accounts.

Key Responsibilities:

  • Supervise department staff and oversee personnel actions, including performance appraisals, disciplinary actions, and interviewing candidates for employment.
  • Develop, review, implement, and recommend overall trust systems and procedures.
  • Administer trusts in accordance with the terms of the nominating instrument and in a manner consistent with the needs of principles, beneficiaries, and remaindermen.
  • Contacts or corresponds with persons, agencies, and organizations that have an interest in any aspect of an account.
  • Assist in developing new business and advise or consult with other officers on details of proposed plans.
  • Analyze the need for funds according to conditions of trust or needs of court ward or beneficiary.
  • Coordinate and review the preparation and filing of federal and state tax returns for trusts.
  • Establish and maintain client data and consult with client's attorney from an administrative perspective on drafting legal documents specifying details, conditions, and duration of trust.
  • Review and approve discretionary payments of debts for trusts and the beneficiaries' request for disbursements.
  • Initiate and/or assist in the marshalling and funding of new accounts.
  • Interact frequently with subordinates, peers, and functional managers.
  • Maintain strict confidentiality of all records and data received and produced.
  • Comply with all applicable company policies, state laws, and regulations, including the Bank Secrecy Act, OFAC Anti-Money Laundering, and USA PATRIOT Act.

Requirements:

  • 6+ years of related experience in the trust industry, including team leadership experience.
  • Advanced knowledge of related state compliance regulations and trust operational policies.
  • Advanced knowledge of trust policies and procedures, trust products, and services.
  • Intermediate skills in personal computer operation, word processing, and spreadsheet programs.
  • Typing skills to meet production needs of the position.
  • Intermediate knowledge of human resource and labor laws and policies.
  • Advanced math skills to calculate interest and balance accounts.
  • Ability to provide leadership, supervision, and training for department staff using positive supervisory techniques.
  • Advanced oral, written, and interpersonal communication skills.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Advanced organizational and time management skills.
  • Ability to work with no supervision while performing duties.
  • Current state-issued driver's license and a vehicle with appropriate insurance coverage, if required.
  • Ability to mentor and train less experienced staff.
  • Focus on achieving and rating personal goals and those of subordinates.
  • Treats people with respect, keeps commitments, inspires trust, works with integrity, and upholds organizational values.
  • Follows policies and procedures, completes administrative tasks correctly and on time, supports company goals and values, and benefits the company through outside activities.
  • Performs the position safely, without endangering health or safety to oneself or others, and reports potentially unsafe conditions.

Education Requirements:

  • Bachelor's degree from a four-year college or university and/or six (6) or more years of related experience and/or training or the equivalent combination of education and experience.

Preferred Requirements:

  • Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA)

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