Trust Officer

2 days ago

Long Beach, California, United States Farmers and Merchants Bank of Long Beach Full time
Job Summary

The Assistant Vice President-Trust Officer serves as a relationship manager to Farmers and Merchants Trust Company (FMTC) clients by providing support and guidance in managing their trust and estate administration needs.

This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA's, etc.) as well as Farmers and Merchants Bank of Long Beach officers. Additional objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and attorneys.

Duties will include, but are not limited to:

  • Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business; for some trust relationships, may provide support to more senior Trust Officers;
  • Complete all necessary regulatory reporting regarding trust accounts, including but not limited to Reg. 9 Compliance Services monitoring;
  • Responsible for identifying and reporting compliance/ risk related matters as well as assisting with the management and mitigation of risk.
  • Understand the nuances of the discretionary review process and participate in such evaluations;
  • Serve as a voting member of the Trust Administrative Committee (TAC) and other committees as assigned;
  • Acting as a fiduciary while protecting the interests of the trust company and working in a fiduciary capacity for your clients;
  • Establish themselves with the local estate and financial planning communities to ensure favorable visibility of FMTC and its trust and fiduciary capabilities;
  • Build multi-generational relationships with members to retain assets held in trust;
  • Maintain awareness of emerging products and services and new developments in the industry;
  • Keep current on all laws and regulations related to the administration of trust accounts;
  • Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts;
  • Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations;
  • Provide recommendations to management regarding changes to transaction processing and account maintenance;
  • Other duties as assigned.
Position Requirements

  • Bachelor's Degree required;
  • Graduate or law degrees, CTFA and/or industry specific certifications are desirable;
  • Intermediate/Advanced knowledge of trust and estate services and applicable laws;
  • 3+ years working experience in trust and estate administration required; experience as a Trust Officer, Trust Relationship Manager, or similar position desirable; responsible for a book of clients containing various types of trust, agency, and estate settlement accounts;
  • Proficient knowledge of Microsoft Office and Windows operating environment;
  • Proficient knowledge of trust accounting and related systems;
  • Proficient knowledge of Salesforce desirable;
  • Demonstrated interpersonal skills suggesting ability to increase FMTC business - both internally and externally;
  • Advanced proficiency in verbal and written communication;
  • Solid understanding of the role of fiduciaries and delivery of trust services;
  • Ability to be effective under pressure;
  • Advanced ability to prioritize and multi-task;
  • Ability to professionally interact with all levels of employees and clients;
  • Ability to respect and hold confidential information;
  • Effectively work independently as required.

Competitive compensation package.

FMTC is an Equal Opportunity Employer.

This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.

Farmers and Merchants Trust Company reserves the right to revise or change job duties and responsibilities as the need arises.

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