Trust Officer

2 days ago


Silver Spring, Maryland, United States gpac Full time
Job Description

gpac is pleased to be partnered with a growing, profitable Trust Company to help them identify a Trust Officer. This hybrid role is conveniently located near a metro stop on the MD/DC border.

Key Responsibilities:
  • Review and understand trust documents and assist with administration of 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.
  • Should be able to understand customer account statements and the basics of investment theory and strategy.
Qualifications:
  • Previous experience as a paralegal or other legal or financial services field.
  • Ability to prioritize and multitask.
  • Excellent written and verbal communication skills.
  • Deadline and detail-oriented.
  • JD (preferred) with estate planning experience.
  • Proficiency with Microsoft Office software and will need to become familiar with FIS/Charlotte/Sungard database software.

Individual should be able to operate with limited administrative support.


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