Estate Planning Officer

2 weeks ago


Wichita Falls, Texas, United States Syndeo Full time
Estate Planning Officer at Syndeo Staffing

Syndeo Staffing presents a direct-hire opportunity for an Estate Planning Officer at a reputable financial institution. The Estate Planning Officer will deliver specialized guidance on trust and estate issues, crafting and managing trusts in accordance with the stipulations of governing trust agreements.

Key Responsibilities:

  • Guide clients through trust and estate planning strategies, offering recommendations for optimal trust structures and arrangements.
  • Partner with clients' legal representatives to prepare necessary legal documentation.
  • Collaborate with the Trust Investment Officer to identify appropriate investment options aligned with financial objectives and the interests of beneficiaries.
  • Oversee and manage accounts utilizing the MAUI system.
  • Work alongside accountants to facilitate tax return preparation and ensure adherence to tax regulations.
  • Advocate for the bank's trust services to clients and the broader community.
  • Serve as a personal financial consultant when necessary.
  • Establish connections with key market influencers.
  • Pursue ongoing educational opportunities to remain informed about industry standards and regulations.

Qualifications:

  • Bachelor's degree in Banking, Finance, Accounting, or a related discipline.
  • Understanding of trust legislation and financial assessment.
  • A minimum of three years of experience in a financial services environment or a comparable field.
  • Capability to perform physical tasks and exhibit strong communication abilities.
  • Numerical aptitude and proficiency in interpreting documents accurately.

Work Schedule: Monday - Friday 8 am - 5 pm (In office)



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