Senior Trust Officer

About the role

Hightower Trust Company is a wholly owned subsidiary of Hightower, providing fiduciary services and investment management oversight to its advisors and clients. The Senior Trust Officer will manage trust accounts, serve clients, and collaborate with internal partners.

Responsibilities

• Administer trust accounts according to applicable law and sound fiduciary principles
• Cultivate relationships with clients and advisors
• Maintain high client and advisor service levels through prompt research and response to inquiries
• Collaborate with clients, advisors, and internal partners to achieve client objectives while maintaining fiduciary integrity
• Perform post-acceptance and annual administrative account reviews
• Proactively identify trust issues and partner with management, investments, tax, legal, and compliance to take appropriate action to resolve them
• Prepare and present discretionary memoranda for committee review and approval
• Direct middle office to initiate account changes like terminations
• Maintain current knowledge of developments in the trust legal and regulatory environment
• Participate in special projects as assigned

Requirements

• A minimum of 10 years of trust administration and/or estate planning experience with at least 7 years as a trust officer
• JD preferred; Masters or BA/BS from an appropriately accredited educational institution plus relevant trust education/experience/designations considered in lieu
• Strong knowledge of the principles of trust administration required
• Practical experience in the RIA and/or wealth management environments strongly preferred
• Ability to work in a fast-paced environment including excellent time management skills and ability to balance multiple competing priorities
• Strong analytical skills including the ability to research problems, determine root causes, and identify and implement solutions
• Superior organizational skills and the ability to handle multiple priorities with grace without sacrificing quality, accuracy or deadlines
• Laser-focused attention to detail
• Proficiency in Microsoft Office applications
• Excellent interpersonal and written and verbal communications skills, and the ability to deal effectively with a variety of people
• Ability to work independently and efficiently and also to work well in a group setting
• Highly motivated self-starter

Qualifications

• A minimum of 10 years of trust administration and/or estate planning experience with at least 7 years as a trust officer
• JD preferred; Masters or BA/BS from an appropriately accredited educational institution plus relevant trust education/experience/designations considered in lieu
• Strong knowledge of the principles of trust administration required
• Practical experience in the RIA and/or wealth management environments strongly preferred
• Ability to work in a fast-paced environment including excellent time management skills and ability to balance multiple competing priorities
• Strong analytical skills including the ability to research problems, determine root causes, and identify and implement solutions
• Superior organizational skills and the ability to handle multiple priorities with grace without sacrificing quality, accuracy or deadlines
• Laser-focused attention to detail
• Proficiency in Microsoft Office applications
• Excellent interpersonal and written and verbal communications skills, and the ability to deal effectively with a variety of people
• Ability to work independently and efficiently and also to work well in a group setting
• Highly motivated self-starter

Skills

• Adaptable
• Able to navigate ambiguity
• Agile
• Clear communicator
• Team player

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• In-office Monday through Thursday and work from home on Fridays
• Flexible PTO plan
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Pay

Base salary of $140,000- $150,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Schedule

Work from home on Fridays, in-office Monday through Thursday