Trust Officer
4 weeks ago
Job Description:
GPAC is seeking a Trust Officer to service trusts and investments. This role is ideal for a banking professional who can build relationships with advisors, clients, and attorneys. The successful candidate will have a strong understanding of trust administration and be able to work collaboratively with internal partners.
Key Responsibilities:
- Responsible for trust account servicing, including ongoing account reviews and discretionary distribution reviews.
- Build relationships with advisors, clients, and attorneys to ensure timely and accurate estate settlement.
- Supervise and monitor new account establishment and funding.
- Work with internal trust team, attorneys, and accountants to ensure timely and accurate estate settlement.
Requirements:
- Bachelor's degree or equivalent.
- JD and/or Masters degree preferred.
- 5+ years of relevant trust administration experience.
- Strong teammate who enjoys collaboration with internal partners.
- CTFA, CFP, CFA, CES, or equivalent preferred.
This opportunity includes an excellent compensation and benefits package. GPAC prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.
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