Trust Officer
3 hours ago
We are seeking a skilled trust officer to provide investment management and trust administration services to high-net-worth clientele.
As a trust officer, you will be responsible for managing personal trust accounts and estates, as well as developing customized solutions to assist clients in meeting their wealth management goals.
Key Responsibilities:
Administer personal, estate, and charitable trust accounts
Act as fiduciary to make and implement investment decisions per the terms of trusts
Prepare detailed asset allocation recommendations and implement investment strategy
Analyze trusts and provide creative solutions to help minimize taxes and transfer costs
Communicate regularly with grantors, beneficiaries, attorneys, CPAs, and brokers
Ensure compliance with all state and federal laws/regulations related to trust administration
Requirements:
5+ years of trust operations and investment portfolio management experience
CFP or CTFA designation preferred
Series 65 license required
Excellent client service orientation and communication skills
Strong aptitude for analyzing complex trust structures and tax implications
Proficiency with financial planning and portfolio modeling software
This is an opportunity to play a key role in providing the highest level of trust services and customized wealth management.
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