Senior Trust Officer - Client Services

B.F. Saul Company•Bethesda, MD

2d•$130,000 - $170,000•Onsite

About The Position

We are seeking a highly motivated and detail-oriented Senior Trust Officer to join our team. This role is essential to ensuring exceptional service delivery to our clients by supporting day-to-day account operations and administrative functions. The Senior Trust Officer will communicate regularly with high-net-worth clients and be familiar with the operations of Chevy Chase Trust. This role requires deep experience managing high net worth clients and complex trust relationships, with a strong track record of independent decision making and managing large books of business. The ideal candidate will understand and be able to effectively communicate matters related to trust or wealth management topics to clients and internal stakeholders, and possess a track record of success that early/mid-career professionals can learn from. This position has no direct supervisory responsibilities but serves as a resource for Client Service Associates.

Requirements

Meticulous attention to detail and a commitment to accuracy in all tasks.
Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting.
Strong organizational and follow-through skills.
Excellent verbal and written communication skills.
High level of professionalism, discretion and integrity.
Client-centric mindset with a proactive, problem-solving attitude.
General knowledge of investment products.
Comfortable with technology and systems; proficiency in Microsoft Office required.
Demonstrated ability to work independently and collaboratively within a team environment.
Bachelor’s Degree or equivalent work experience.
6+ yrs experience.
CFTA certification or equivalent experience.
Strong track record of independent decision making and managing large books of business.
Understands and is able to effectively communicate matters related to trust or wealth management topics to clients and internal stakeholders.

Nice To Haves

CFTA certification preferred

Responsibilities

Deliver exceptional service by communicating clearly and effectively with clients and internal team members.
Respond promptly to requests and inquiries, resolving issues with a client-first approach.
Prepare and process cash contributions and distributions upon receipt of appropriate documentation, ensuring compliance and attention to detail.
Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision.
Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies.
Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution.
Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines.
Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management.
Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies.
Support special projects and complete assignments with minimal supervision and high attention to detail.
Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.