Senior Trust Officer

1 week ago

Beverly Hills, California, United States Mechanics Bank Full time
About the Role

Mechanics Bank is seeking a highly skilled and experienced Trust Officer to join our team. As a key member of our trust administration team, you will be responsible for administering and managing complex trust and investment management accounts, ensuring compliance with governing documents and applicable statutes and regulations.

Key Responsibilities
  • Proactively administer and manage activities for assigned trust, investment management, and custody accounts, adhering to the terms of the governing documents.
  • Accurately interpret and apply provisions of governing documents consistent with applicable statutes and regulations.
  • Manage all tax and legal activities related to assigned accounts, including coordinating the receipt, valuation, review, custody, and disposition of account assets.
  • Authorize discretionary and non-discretionary payments and gather appropriate backup documentation.
  • Serve on various internal fiduciary/governance committees and project teams as assigned, such as new account acceptance, discretionary review, and trust administrative committee.
  • Communicate with clients, beneficiaries, care managers, attorneys, CPAs, portfolio managers, and other professionals to resolve problems and concerns with accounts.
  • Cultivate relationships with clients, beneficiaries, internal partners, attorneys, CPAs, and other centers of influence to encourage referral opportunities with a view to new business.
  • Represent and promote the Bank in civic and community groups and events to enhance the reputation of the Bank and expand new business opportunities.
Requirements
  • Bachelor's Degree heavily preferred, but additional experience will be considered in lieu of education.
  • Certified Trust and Fiduciary Advisor (CTFA) or JD preferred.
  • Minimum of 10 Years Technical Experience and Minimum of 3 Years Leadership Experience.
  • Extensive knowledge of personal trust administration with 10+ years experience.
  • Ability to analyze and interpret legal, investment, and tax documents working effectively with internal and external advisors.
  • Effective interpersonal relationship skills and effective communication skills.
  • Knowledge of fiduciary and individual income tax laws.
  • Knowledge of gift, estate, and generation-skipping transfer tax laws and concepts and ability to evaluate estate planning documents.
  • Ability to communicate with people from various socio-economic and education levels.
  • Excellent mediation skills.
  • Proactive approach to problem solving and ability to identify and act on potential liability issues.
  • Strong computer skills including the ability to utilize specialized trust administration software.
  • Ability to grow client base and generate revenue.
Compensation

The salary for this role is $110,000-165,000 annually. Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation, or other bases prohibited by applicable law.

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