Senior Trust Officer

About the role

The Senior Trust Officer is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts, working with team members to ensure trust product awareness and education of clients, associates, and Centers of Influence, and ensuring compliance with regulatory and legal requirements.

Responsibilities

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
• Serves as a liaison between clients and internal teams to coordinate opening and closing accounts, money movement, and account maintenance
• Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Requirements

• Minimum of five years of trust administration and estate planning experience
• Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
• Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
• Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
• Demonstrates initiative and a proactive approach to problem solving
• Creative though prudent approach to providing solutions within the bank's risk/reward profile
• Proven ability to confidently close sales and meet or exceed revenue targets
• Has good people/partner communication skills and is a team player
• Displays a high level of savvy and sophistication regarding high-net-worth clients' concerns / issues
• Communicates and connects with high-net-worth clients

Qualifications

• Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPABachelor's Degree or equivalent business experience in High-Net-Worth Trust environment

Skills

• Business Development
• Client Management
• Customer and Client Focus
• Risk Management
• Wealth Planning
• Client Experience
• Branding
• Client Solutions
• Advisory
• Decision Making
• Presentation Skills
• Process Management
• Attention to Detail
• Critical Thinking
• Financial Analysis
• Planning
• Prospecting

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Please refer to the company's website or job descriptions to learn more about them.