Trust Officer

2 weeks ago


Knoxville, Tennessee, United States gpac Full time
Job Description

As a Trust Officer at GPAC, you will be responsible for providing exceptional trust administration services to our clients. This role requires a strong understanding of trust laws and regulations, as well as excellent communication and interpersonal skills.

Key Responsibilities:
  • Administer trust accounts, including ongoing account reviews and discretionary distribution reviews.
  • Build and maintain relationships with advisors, clients, and attorneys.
  • Assist in researching legal issues and interpreting governing documents, including Wills, Trusts, Codicils, and Amendments.
  • Participate in Trust Administrative Sub-Committee meetings and perform administrative account reviews annually.
  • Supervise and monitor new account establishment and funding.
  • Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement.
  • Coordinate preparation of trust tax returns and Agency letters with an accountant.
  • Lead and/or participate in projects as a subject matter authority.
Requirements:
  • Bachelor's degree or equivalent.
  • JD is a plus.
  • 5 years of relevant trust administration experience.
  • Strong teammate who enjoys collaboration with internal partners.
  • CTFA, CFP, CFA is a plus.
  • Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels.

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are committed to providing exceptional service to our clients and candidates, and we are looking for a talented Trust Officer to join our team.



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