Senior Fiduciary Officer

About the role

Lead the trust administration function of the Trust Services business line. Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of assigned trust administration staff. Administer assigned book of trust business.

Responsibilities

• Supervise the administration and sales activities of trust administration staff.
• Serve as lead subject matter expert for fiduciary activities.
• Perform all duties for assigned accounts where First Mid serves as: estate administrator, trustee, co-trustee, guardian, conservator, and agent.
• Build customer satisfaction at First Mid.
• Cross-sell Trust Services with officers in charge of other First Mid business lines.
• Represent First Mid and provide leadership in key community activities and committees.
• Participate in professional associations, attend conventions, conferences, and seminars.
• Build relationships with potential referral sources.
• Meet with staff regularly (both 1:1 and in group meetings).
• Establish regular coaching opportunities with direct reports to review goals and highlight further personal development.
• Select, train, supervise, and evaluate trust administration staff to enhance individual productivity and enable them to function according to their respective job description.
• Complete required training associated with job function.
• Perform other duties as assigned.

Qualifications

• Education/Experience: J.D. and/or CTFA required. Bachelor’s degree in Finance or Business Administration or the equivalent of 15 years of fiduciary administration, trust operations or investment experience including a minimum of five years managing trust administrators and support staff. Periodic continuing education related to job-specific functions.
• Skills: Thorough knowledge of Company’s products and services. Demonstrated Leadership Capacity. High level of analytical skills to conduct trust/investment account analysis and maintain account’s progress in consideration of market trends, interest rates, economic conditions, and other factors. High level of interpersonal skills to interact with customers and potential customers in a professional manner. Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment.

Total Rewards

• Competitive health, dental & vision coverage with HSA match.
• 401(k) with employer match + Employee Stock Purchase Plan.
• Generous PTO, paid holidays & parental leave.
• Tuition reimbursement & performance-based bonuses.

Pay

$95,000 - $130,000 per year

Schedule

N/A

Benefits

• Comprehensive healthcare
• Well-being benefits
• Paid family leave
• Generous paid time off
• Banking perks
• Tuition reimbursement
• Employee Stock Purchase Plan
• 401K plan with company match

Skills

• Thorough knowledge of Company’s products and services
• Demonstrated Leadership Capacity
• High level of analytical skills
• High level of interpersonal skills
• Adequate knowledge of internal policies and procedures
• Adequate knowledge of state and federal laws and regulations