Trust Officer

About the role

The Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs.

Responsibilities

• Build multi-generational relationships with members to retain assets held in a trust
• Maintain awareness of emerging products and services and new developments in the industry
• Keep current on all laws and regulations related to the administration of trust accounts
• Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.)
• Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations
• Provide recommendations to management regarding changes to transaction processing and account maintenance
• Act as educator and mentor to MidFirst employees regarding trusts, estate and related areas

Requirements

• Bachelor’s Degree, preferably in Finance or Business Administration
• Intermediate/Advanced knowledge of trust and estate services and applicable laws
• 5+ years of working experience in trust and estate administration and planning required; 5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
• CTFA or other trust certification desirable
• Working knowledge of Microsoft Office and Windows operating environment
• Working knowledge of trust accounting and related systems
• Prominent business development skills
• Advanced proficiency in verbal and written communication
• Excellent attention to detail
• Advanced ability to prioritize and multi-task
• Ability to professionally interact with all levels of employees and clients
• Ability to respect and hold confidential information
• Dependable, cooperative, flexible