Trust Officer - Private Client

Main Responsibilities

• Administer and manage trust accounts, ensuring compliance with fiduciary laws, policies, and regulations.
• Serve as the primary point of contact for PTC partners, trusted advisors, providing exceptional service and addressing inquiries.
• Develop and implement trust strategies tailored to clients' financial and estate planning needs.
• Review trust documents, interpret terms, and ensure adherence to the grantor’s intent.
• Cook up with legal, tax, and investment professionals to ensure all necessary filing requirements are fulfilled.
• Maintain distributions and account activities, ensuring compliance with trust provisions.
• Prepare and present reports on trust activities to SDTC’s PTC partners and trust beneficiaries.

Essential Requirements

• Bachelor’s degree in finance, Business, Law, or a related field (CTFA, CFP, or CPA designation is a plus).
• Minimum of 3 years of experience in trust administration, estate planning, or wealth management.
• Strong understanding of fiduciary responsibilities, estate planning principles, and tax implications.
• Excellent client relationship management skills with a focus on confidentiality and trust.
• Strong analytical, problem-solving, and organizational skills.
• Proficiency in trust accounting systems and financial software.
• Educational background and/or certifications (CTFA, CFP, CPA) may be preferred but not required.
• Effective communication and interpersonal skills.
• Ability to work collaboratively with internal and external stakeholders.