About the role
Overview
As a Trust Officer , you’ll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You’ll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You’ll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews.
What You’ll Do
Trust Administration
: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards.
Distributions
: Ensure timely and accurate income and principal distributions to beneficiaries.
Risk Management
: Identify and mitigate risks associated with trust administration.
Client Engagement
: Communicate trust provisions clearly and help clients align trust strategies with their financial goals.
Documentation
: Maintain comprehensive records of trust transactions, correspondence, and legal documents.
Professional Collaboration
: Partner with legal, tax, and other professionals to manage complex trust accounts.
Compliance
: Ensure adherence to all applicable laws, regulations, and internal policies.
Teamwork
: Collaborate with Wealth team members and internal partners to deliver a seamless client experience.
Business Development
: Build a network of internal and external contacts to attract new client relationships.
Industry Awareness
Stay current on legal and regulatory developments impacting trust administration.
Growth & Visibility
: Participate in community events to enhance visibility and attract prospects.
Requirements For Success
Experience & Education
- Bachelor’s degree in a business-related field or equivalent experience.
- 5+ years of experience in trust administration.
- Proven success in building and maintaining client relationships.
- Experience settling estates and managing unique assets.
Skills & Competencies
- Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities.
- Ability to work independently and collaboratively within a team.
- Excellent interpersonal skills and professional presence.
- Strong analytical, verbal, and written communication skills.
Preferred Qualifications
Advanced certifications such as JD, CTFA, or CFP.
Conditions of Employment
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position with flexibility, including evenings and weekends as needed.
FLSA Status
Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $0.00 - USD $0.00 /Yr.