SENIOR TRUST OFFICER

Key Responsibilities

• Serve as the senior relationship manager of a portfolio of complex trust accounts in accordance with applicable Wyoming regulations and statutes, governing documents, and TTC’s internal policies and procedures.
• Supervise and mentor a team of trust officers providing guidance on complex trust administration matters and fostering a culture of excellence.
• Serve as an escalation point for complex or sensitive trust matters requiring senior judgment.
• Collaborate closely with clients’ attorneys, accountants, investment advisors, and family office professionals to address complex planning and administrative needs.
• Exercise sound fiduciary discretion in evaluating and authorizing trust distributions, asset transactions, and administrative actions.
• Aid in onboarding new team members and contribute to training programs aligned with TTC’s fiduciary standards.
• Maintain meticulous records of trust activities, correspondence, distributions, and financial transactions.

Qualifications

• Bachelor’s degree in finance, accounting, law, or a related field (preferred)
• Minimum of 3 years of experience in trust administration or a related field
• Experience in a supervisory or senior individual contributor capacity (preferred)
• Strong attention to detail and organizational skills, with a proven ability to think critically and prioritize in a fast-paced environment
• Excellent written and verbal communication skills, with the ability to engage effectively with sophisticated clients and their advisors
• High degree of professional judgment, discretion, and ethical standards