Trust Officer

Key Responsibilities

• Administer a portfolio of trust accounts in accordance with applicable Wyoming regulations and statutes, governing documents, and TTC’s internal policies and procedures.
• Serve as the primary point of contact for clients, beneficiaries, and advisors, providing timely and professional responses to inquiries.
• Conduct periodic trust reviews to ensure compliance and optimize trust performance.
• Oversee the distribution of trust assets in accordance with trust terms and applicable regulations.
• Collaborate closely with clients’ attorneys, accountants, investment advisors, and family office professionals.
• Exercise sound fiduciary discretion in evaluating and authorizing trust distributions, asset transactions, and administrative actions.
• Maintain meticulous records of trust activities, correspondence, distributions, and financial transactions.

Qualifications

• 1-3 years of experience in trust administration or a related field (preferred).
• Proven ability to manage multiple tasks and priorities in a fast-paced environment.
• 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.
• Proficiency in Microsoft Office Suite.