Trust Officer
2 weeks ago
Trust OfficerA Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.Trust Officer Qualifications: Bachelor’s degree or equivalentJD and/or Masters degree5-7 years of relevant trust administration experienceStrong teammate who enjoys collaboration with internal partnersCTFA, CFP, CFA, CES, or equivalentTrust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels Trust Officer Responsibilities: Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.Actively participate in Trust Administrative Sub-Committee meetingsPerform administrative account reviews annuallyAccountable for servicing and retention of existing accountsSupervise and monitor new account establishment and fundingWork with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.Coordinate preparation of trust tax returns and agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.Lead and/or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.)This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area. Requirements: Microsoft Excel skills required Keep working and looking good while I help you make the right, discreet connections-Vanessa.WergingogpacI am a recruiter and I love what I do...I am driven to...CONNECT.I focus on a...100% MATCH of company and talent...call me CONFIDENTLY today...to start your best step ever...(or to find that perfect new team member for hire)605-809-8558EXECUTIVE BANKING PLACEMENT EXPERT VANESSA WERGIN at direct line: 605-809-8558 TODAY
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Trust Officer
13 hours ago
Rapid City, SD, United States gpac Full timeJob Description Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts. Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust...
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Assistant Trust Officer
22 hours ago
Rapid City, SD, United States JTC Group Full timeEMPLOYMENT TYPE: Permanent DEPARTMENT: Private Client DIVISION: Private Client Services WORKPLACE STRUCTURE: Hybrid ROLE OVERVIEWPURPOSE OF JOB South Dakota Trust Company's business is designed toaccommodate the needs and desires of wealthy clients, both domestically andinternationally, providing "flexible, cost- effective, service-oriented...
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Trust Officer
1 week ago
Dodge City, KS, United States gpac Full timeJob Description Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts. Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust...
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Trust Officer
1 week ago
Garden City, KS, United States gpac Full timeJob Description Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts. Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust...
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Trust Officer
24 hours ago
Garden City, KS, United States gpac Full timeJob Description Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts. Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust...
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Trust Officer
2 weeks ago
Dodge City, KS, United States gpac Full timeJob Description Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts. Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust...
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Trust Officer
2 weeks ago
Garden City, KS, United States gpac Full timeJob Description Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts. Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust...
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Trust Officer
1 week ago
Watford City, United States Gpac Full timeTrust OfficerThis role is for a wealth management or trust professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.Trust Officer Qualifications: Bachelor’s degree or equivalent.JD and/or Masters degree preferred2+ years of relevant...
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Trust Officer
4 weeks ago
Watford City, United States GPAC Full timeTrust OfficerThis role is for a wealth management or trust professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.Trust Officer Qualifications:Bachelor's degree or equivalent.JD and/or Masters degree preferred2+ years of relevant trust...
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Trust Officer
3 days ago
Oklahoma City, United States Bank of Texas Full timeSummary If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! Job Description The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA...
