Senior Trust Officer

6 days ago


Greensboro NC USA, United States Old North State Trust Full time
Job Opportunity

Old North State Trust is seeking a highly skilled Trust Officer or Senior Trust Officer to join our team.

We provide comprehensive Trust and Estate Services, Income, Estate and Trust Tax Consulting, and Asset Management with a focus on quality customer service.

As a Trust Officer, you will be responsible for:

  • Administering fiduciary and investment management accounts
  • Managing personal trusts, guardianships, and other fiduciary accounts
  • Serving as a subject matter expert on fiduciary accounts
  • Partnering with external advisors on tax, legal, and other fiduciary matters
  • Consulting with attorneys on legal needs and trust document interpretation
  • Promoting and selling trust services to new and existing customers
  • Delivering estate settlement processes and providing oversight
  • Providing consultation on financial and wealth management matters

The ideal candidate will have:

  • At least 7 years of Trust experience
  • Strong relationship-building and business development skills
  • Significant knowledge of fiduciary duties and trust administration
  • A bachelor's degree in finance, business administration, or an MBA in Trust and Wealth Management
  • A working knowledge of the financial services industry's trends and regulatory considerations
  • Demonstrated success working with teams

We prefer candidates with a CTFA designation.

EOE/everify



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