Job Description
Job Summary: We are seeking a highly motivated and experienced Trust Officer. The ideal candidate will have 7+ years of experience in trust administration and a deep understanding of fiduciary responsibilities, investment management, and estate planning. As a Trust Officer, you will be responsible for managing a diverse portfolio of trust accounts, ensuring compliance with regulatory requirements, and delivering exceptional service to clients.
Key Responsibilities:
Administer and manage a portfolio of trust and estate accounts, ensuring that all actions are in compliance with the trust agreements, applicable laws, and bank policies.
Serve as the primary point of contact for clients, providing expert advice on trust, estate planning, and asset management matters.
Oversee the investment and distribution activities within each trust account, working closely with the investment team to align portfolios with client objectives.
Prepare and review fiduciary documentation, including account statements, tax filings, and reporting for beneficiaries.
Conduct regular account reviews and assessments, making recommendations for any necessary adjustments to meet client goals.
Manage the administration of estate settlements, working with external parties to facilitate the distribution of assets according to the terms of the will or trust.
Develop and maintain strong relationships with clients, acting as a trusted advisor and providing proactive solutions to their needs.
Assist with business development efforts, including cross-selling other bank products and services to trust clients.
Qualifications:
Bachelor's degree in Finance, Business Administration, Accounting, or a related field (preferred).
Minimum of 5 years of experience in trust administration, fiduciary services, or wealth management.
Strong knowledge of trust law, estate planning, tax regulations, and investment management.
Proven ability to manage complex trust and estate accounts and provide high-level client service.
Excellent communication, interpersonal, and organizational skills.
Ability to work independently and collaboratively in a fast-paced, client-focused environment.
Certification as a Trust and Fiduciary Advisor (CTFA) or other relevant industry certifications are a plus.
Benefits:
Competitive salary and bonus opportunities
Comprehensive health, dental, and vision insurance
Retirement savings plan with employer match
Paid time off and holidays
Professional development opportunities
How to Apply: For additional information on this opportunity, please contact Karen Smith directly at. Resumes may be confidentially sent to
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Job Tags
Full time