Fiduciary Officer/Sr. Fiduciary Officer

ESL All Companies•Rochester, NY

10h•Hybrid

About The Position

The role of a Fiduciary Officer involves developing, administering, and supporting fiduciary accounts while maintaining the highest service standards and fiduciary compliance. The individual in this role will act as an expert in administering, communicating, managing client relationships, new business development and interpreting legal documents. Interested candidates who meet the qualifications of a Sr. Fiduciary Officer may be considered for that role. We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

Requirements

Bachelor’s degree or 4 years equivalent directly related experience
Minimum of 7 years proven trust experience; may consider relevant combination of experience in financial services, legal, operations, compliance or audit.
Must include client facing interaction and documentation and/or generation experience.
Demonstrates discretion, empathy, and professionalism when navigating sensitive family and financial matters
Highly detail-oriented with a commitment to accuracy and timeliness
Explains complex fiduciary concepts in a respectful, clear manner
Builds trust and rapport with clients, colleagues, and external partners
Adapts well to changing legal and regulatory environments
Collaborates effectively across departments and disciplines
Maintains ethical integrity and sound judgment in decision-making
Bachelor’s degree or 4 years equivalent experience in business, finance, mathematics, accounting, or a related field
10+ years of experience in trust administration or a related field (legal, compliance, auditing, or operations may be considered)
5+ years in a client-facing capacity
Demonstrated experience interpreting legal documents or contributing to lead generation activities

Nice To Haves

Bachelor’s degree and a minimum of 10 years of directly related experience
Additional industry certifications (CTFA, CFP, RP, CEPS, etc.)
Willingness to obtain advanced degree or industry certifications.
Master's degree or JD preferred

Responsibilities

Review client relationships, interpreting legal documents, prepare reports and communications for clients and outside advisors.
Maintain high levels of customer service for all Wealth clients and ESL FCU members.
Perform and approve account regulatory reviews, prepare discretionary distribution requests, complete operational duties for client accounts
New Account and Trust Acceptance Committee voting member
Assist in maintaining and developing trust company operations, policies and procedures
Ongoing responsibilities with trust operations and trust systems
Develop and maintain operational efficiencies in efforts of achieving business and compliance objectives
Participate in the development and onboarding of new fiduciary business
Provide team backup when needed
Participation in new and existing business activities
Assist team members and also be able to lead in business activities
Work with COI’s to strengthen relationships
Continue to education ESL FCU members, employees and the outside community about ESL Trust Services
Utilize technical knowledge of fiduciary standards, tax and operations to provide the best customer experience for new and existing clients.
Comply with regulatory, compliance and code of ethics
Comply with NYS Department of Financial Services trust regulations
Adhere to ESL FCU guidelines, policies, and procedures
Remain up to date on industry rules and best practices thru continuing education
Cultivate and maintain productive working rapport with ESL personnel on all levels