Trust Officer

What You’ll Do

• Manage trust accounts in accordance with legal, regulatory, and fiduciary standards.
• Ensure timely and accurate income and principal distributions to beneficiaries.
• Identify and mitigate risks associated with trust administration.
• Communicate trust provisions clearly and help clients align trust strategies with their financial goals.
• Partner with legal, tax, and other professionals to manage complex trust accounts.
• Ensure adherence to all applicable laws, regulations, and internal policies.
• Collaborate with Wealth team members and internal partners to deliver a seamless client experience.
• Build a network of internal and external contacts to attract new client relationships.
• Stay current on legal and regulatory developments impacting trust administration.
• Participate in community events to enhance visibility and attract prospects.

Requirements For Success

• Experience & Education:
• Bachelor’s degree in a business-related field or equivalent experience.
• 5+ years of experience in trust administration.
• Proven success in building and maintaining client relationships.
• Experience settling estates and managing unique assets.
• Skills & Competencies:
• Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities.
• Ability to work independently and collaboratively within a team.
• Excellent interpersonal skills and professional presence.
• Strong analytical, verbal, and written communication skills.
• Preferred Qualifications:
• Advanced certifications such as JD, CTFA, or CFP.

Conditions of Employment: Must be able to pass a criminal background & credit check. This is a full-time, non-remote position with flexibility, including evenings and weekends as needed. FLSA Status: Exempt