Trust Officer
2 weeks ago
City National Bank is seeking a skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for administering personal trust accounts, with a focus on Special Needs Trusts and Settlement Protection Trusts.
Key Responsibilities:- Administer and interpret fiduciary accounts in accordance with applicable laws and regulations.
- Interact with and provide guidance to Real Property Managers, CPAs, and Trust Counsel.
- Oversee annual administrative review of Trust accounts.
- Analyze anticipated income to ensure sufficient cash is maintained to meet beneficiary distributions.
- Obtain missing documents from clients.
- Produce and review gain/loss reports for clients and intermediaries.
- Gather data for account reconciliations.
- Work with colleagues to develop investment strategies.
- Oversee distribution of client's assets upon termination of accounts.
- Respond to clients, advisors, and intermediaries regarding the administration and maintenance of accounts.
- Bachelor's Degree or equivalent.
- 5 years of work experience in Trust Administration.
- 5 years of work experience utilizing Microsoft Office, specifically Excel.
- Strong oral and written communication skills.
- Ability to profile clients with an emphasis on retaining business.
- Familiarity with applicable Delaware law.
- Demonstrated strategic team player.
- Strong organizational skills.
- Ability to work on multiple tasks/projects simultaneously.
City National Bank offers a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. We also offer opportunities for professional development and career advancement.
City National Bank is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional service to our clients.
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Trust Officer
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Phoenix, Arizona, United States Talent Store Full time{"title": "Trust Officer", "description": "We are seeking a highly skilled and experienced Trust Officer to join our team at Zia Trust, Inc. in Phoenix. As a Trust Officer, you will be responsible for providing trust account administration and management for various personal, family, and trust investment accounts.Our ideal candidate will have a strong...
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Trust Officer
2 weeks ago
Phoenix, Arizona, United States City National Bank Full timeJob Title: Trust OfficerAt City National Bank, we are seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will play a critical role in administering personal trust accounts, including Special Needs Trusts and Settlement Protection Trusts.Key Responsibilities:Administer and interpret fiduciary accounts in accordance with...
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Trust Officer
2 weeks ago
Phoenix, Arizona, United States City National Bank Full timeJob Title: Trust OfficerCity National Bank is seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will play a critical role in administering personal trust accounts, ensuring compliance with applicable laws and regulations, and providing exceptional client service.Key Responsibilities:Administer and interpret fiduciary accounts...
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Trust Officer
2 weeks ago
Phoenix, Arizona, United States City National Bank Full timeAbout the RoleWe are seeking a highly skilled Trust Officer to join our team at City National Bank. As a Trust Officer, you will play a critical role in administering personal trust accounts, with a focus on Special Needs Trusts and Settlement Protection Trusts.Key ResponsibilitiesAdminister and interpret fiduciary accounts in accordance with applicable laws...
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