Trust Officer III

1 week ago


Morristown, Tennessee, United States Peapack-Gladstone Bank Full time
Job Title: Trust Officer III

We are seeking a highly skilled Trust Officer III to join our Peapack Private Wealth Management division. As a key member of our team, you will be responsible for administering complex fiduciary accounts, providing exceptional service to our wealth clients, and collaborating with our Wealth Management team to develop and communicate estate and financial planning matters.

Key Responsibilities:
  • Administer complex fiduciary accounts in accordance with governing documents, including estates, generation-skipping trusts, charitable trusts, private foundations, and revocable and irrevocable trusts.
  • Provide oversight and guidance on fiduciary and individual income taxation to clients.
  • Prepare and document annual administrative compliance reviews.
  • Provide account servicing to clients with investment management, individual retirement, and custodial accounts, including client distributions, deposits, trade requests, and tax inquiries.
  • Collaborate with the Wealth Management team to develop, interpret, communicate, and facilitate estate and financial planning matters as part of advice-led solutions presented to clients and prospects.
  • Retain client base by working with relationship team to deliver the highest client service.
  • Serve as liaison with attorneys, accountants, and other divisions of the Bank.
What We Offer:

Peapack-Gladstone Bank offers a competitive compensation package, including medical, dental, and vision coverage, a PTO package, and a 401k match. We are an Equal Opportunity Employer and welcome applications from diverse candidates.


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