Trust Administration Officer (Trust and Wealth Advisor)

About the role

Join a team dedicated to helping clients protect, grow, and transfer their wealth with confidence. This position oversees the administrative management of assigned accounts, with particular attention to those in which the bank serves in a fiduciary capacity. Depending on book-of-business allocation, the role may also include cultivating and developing new trust and investment management relationships, primarily within the affluent and high-net-worth market segment.

The individual may provide leadership and supervision to one or more Trust and Wealth Associates, guiding daily activities and ensuring operational effectiveness. Close collaboration with Portfolio Managers and the Compliance Manager is required to ensure all client accounts are administered in accordance with regulatory requirements and the bank’s standards of excellence.