Fiduciary Officer

Aquarius Professional Staffing is seeking a highly skilled and experienced Professional Fiduciary to join our team. As a key member of our organization, you will be responsible for the efficient administration of trust accounts and providing expert advice and counsel on estate planning and trust administration.

• Trust Administration: Responsible for the administration of trust accounts, ensuring compliance with legal requirements and business line policies and procedures.
• Estate Planning and Trust Administration: Provide expert advice and counsel on estate planning and trust administration, including high-level customer service to clients, attorneys, and beneficiaries.
• Risk Management: Monitors and controls risk in all aspects of trust and account administration.
• Customer Focus: Resolves problems efficiently and effectively brought by grantors, beneficiaries, and others, such as requests for discretionary distributions.
• Account Management: Collaborates with other Fiduciary Officers and Wealth Management Coordinators on new account paperwork, closing paperwork, wire and ACH transfers, tax reporting, charitable and non-charitable gifting, principle and income account portfolios, administrative reviews, bill pay, estimated tax payments, and liabilities.

• Education: Four-year college degree.
• Experience: Minimum 5 years' experience in fiduciary, personal trust, or trust administration, with CTFA or JD strongly preferred.
• Knowledge and Skills: Broad-based technical knowledge of investments, tax, legal, and bank operations, with current knowledge of fiduciary standards, principles, and applicable laws and regulations.
• Communication and Organization: Effective communication and excellent organization skills, with accuracy and attention to detail.
• Independence and Decision-Making: Works with limited supervision.