Trust Officer II
Boulder Connect · Tempe, AZ · Today
On-siteFinanceFull-time
Role: Trust Officer II Responsibilities Administer personal trust and estate accounts, ensuring fiduciary excellence.Oversee daily trust operations and interpret governing documents.Coordinate with attorneys and tax professionals to implement investment and estate strategies aligned with client goals.Manage risk and ensure compliance with regulatory policies.Deliver proactive, relationship-based service to clients. Qualifications & Skills Strong understanding of trust and estate management.Excellent communication and interpersonal skills.Ability to interpret legal and financial documents.Focus on regulatory compliance and risk management.Collaborative attitude and client-focused approach. This role offers training, licensing support, and opportunities for professional growth within a client-first culture, helping clients achieve long-term financial security.