Trust Officer
2 weeks ago
Job Title: Fiduciary Officer
Location: West Chester, OH 45069
At Cypress HCM, we are seeking a highly skilled Fiduciary Officer to join our team. The successful candidate will be responsible for the efficient administration of trust accounts for our wealth management clients.
Responsibilities:
- Risk Management: Monitor and control risk in all aspects of trust and account administration to ensure compliance and mitigate legal and operational risks.
- Customer Focus: Resolve issues efficiently and effectively for grantors, beneficiaries, and other parties, including handling requests for discretionary distributions.
- Client Service: Administer trust accounts to meet client objectives, aligning with governing documents, state trust codes, policies, and fiduciary principles.
- Account Management: Collaborate with Fiduciary Officers and Wealth Management Coordinators to handle new account setup, account closing, transfers, tax reporting, gifting, bill pay, and all related account administration tasks.
- Data Management: Maintain accurate information in both physical files and trust accounting systems.
Requirements:
- Bachelor's degree required.
- 5+ years of relevant experience in fiduciary, personal trust, or trust administration.
- CTFA or JD strongly preferred.
- Broad knowledge of investments, tax, legal, and bank operations.
- Current knowledge of fiduciary standards, principles, and applicable laws.
- Proficiency in Word, Excel, and Outlook.
- Strong communication, organization, and attention to detail.
*** Pay: $100K-$125K (Compensation can vary depending on experience)
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