Trust Officer

Job Details

The salary for this role will be between $90,000 and $145,000. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience.

Job Functions

• Serve as primary contact for a portfolio of trust and estate accounts (or others as part of a larger relationship or specialization).
• Administer accounts in accordance with governing documents, applicable laws, and Riverview Trust Company and Riverview Bank policies.
• Cook up with internal and external partners (e.g., investment officers, external legal team, tax professional, operations) to manage account activity and resolve client needs.
• Build and maintain strong relationships with clients, beneficiaries, attorneys, and other advisors or keep people within the client’s relationship team.
• Participate in client onboarding, including trust document review and account setup.
• Identify opportunities to expand relationships and promote trust and investment services.
• Maintain account performance in accordance with the IPS and investment team, conduct annual/all-encompassing relationship reviews, and ensure regulatory compliance and risk oversight is adhered to.
• Aid with estate settlements, trust administration and the interpretation of complex trust provisions as needed.
• Stay current on fiduciary laws, industry trends, and financial planning best practices.

Experience And Education

• 3-5 related years of experience in trust administration, estate planning, or fiduciary services.
• Direct Client relationship experience and history of expanding relationships, as well as experience with prospecting/looking for new opportunities to grow an existing book of business.
• Some level of an external center of influence network.
• Bachelor's degree or the equivalent combination of education, training and experience OR an equivalent combination of education and experience.
• Cannon or ABA accreditations preferred (specifically CTFA or CFP).

Knowledge, Skills And Abilities

• Solid understanding of trust law, estate planning concepts, and fiduciary responsibility.
• Demonstrated interpersonal, written, and verbal communication skills.
• High attention to detail and ability to manage multiple priorities.
• Client-focused mindset with a commitment to confidentiality and ethical conduct.
• Proficiency in trust accounting systems and Microsoft Office Suite.

Physical Demands

• Regularly required to effectively communicate via phone/video, messaging, and email.
• Frequent use of computer and office equipment, such as a computer, printer, and copier, as well as computer software such as Microsoft Office.
• Frequent need to be stationary at a workstation for long periods of time.
• Adapt well in the face of workplace stressors such as customer service complaints and competing priorities of reasonable or high significance.