Fiduciary Officer
4 weeks ago
Key Responsibilities:
We are seeking a highly skilled Fiduciary Officer to join our team at Insight Global. The successful candidate will be responsible for the efficient administration of Trust Accounts for wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian, or agent for Trustee.
Key Skills and Qualifications:
- 5 years' experience of relevant fiduciary, personal trust or trust administration
- Proficient experience reading trust documents and understanding them
- Great attention to detail and communication
- Bachelors degree
- CTFA certification (willingness to obtain while onsite)
About the Role:
The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high-level customer service to clients, attorneys, and beneficiaries. They will administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.
What We Offer:
Insight Global offers a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to providing our employees with the tools and resources they need to succeed in their roles.
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