Senior Trust Officer

About the role

The Senior Trust Officer will administer a book of trust accounts in accordance with applicable law and sound fiduciary principles while also cultivating relationships with clients and advisors.

Responsibilities

• Administer trust accounts in accordance with applicable law and sound fiduciary principles
• Cultivate relationships with clients and advisors
• Interpret legal documents and ensure trusts are administered in accordance with applicable laws, regulations, and governing instruments
• 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

• 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

• Strong analytical skills
• Superior organizational skills
• Laser-focused attention to detail
• Proficiency in Microsoft Office applications
• Excellent interpersonal and written and verbal communications skills
• Ability to work independently and efficiently
• Highly motivated self-starter

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

Onsite position with flexibility to work from Chicago, IL, Houston, TX, or Wilmington, DE