Sr Trust Officer

Boeing Employees' Credit Union•Tukwila, WA

7d•Hybrid

About The Position

As a Sr. Trust Officer, you'll play a meaningful role in helping individuals, families, beneficiaries, and organizations achieve confidence in their financial legacy and long-term goals. You'll serve as a trusted advisor, guiding clients through complex trust, estate, fiduciary, and wealth planning matters while building lasting relationships rooted in expertise, service, and trust. Your ability to navigate fiduciary responsibilities, anticipate client needs, and deliver thoughtful solutions will directly contribute to the financial well-being of those you serve while helping grow and strengthen BECU Trust Services.

Requirements

B.A. or B.S. degree in Business, Accounting, or equivalent educational or work related experience.
Minimum ten years of experience in the areas of trust, estate planning, administration, investments, and business development.

Nice To Haves

Completion of Trust Certificate and/or CTFA preferred, or continuing education towards CTFA designation.
Experience administering, managing, or advising on Special Needs Trusts and/or Settlement Trusts, including knowledge of fiduciary responsibilities, beneficiary needs, trust distributions, and applicable regulatory requirements.
Affiliation in estate and trust organizations.
Excellent analytical skills to understand complex trust agreements and understand the appropriate administration of these trusts.
Ability to work independently, and as a team member, while using discretion in decision making and sound judgment in problem solving.
Strong organizational skills and attention to detail.
Effective negotiation skills.
Excellent written and verbal skills to effectively communicate in the English language.
Excellent project management skills.
Strong leadership skills and serves as a resource and mentor for other associates.

Responsibilities

Administer personal trust and estate accounts, including Testamentary and Intervivos Trusts, Special Needs Trusts, Life Insurance Trusts, Charitable Trusts, Private Family Foundations, and other agency accounts while ensuring exceptional client service and fiduciary care.
Manage a portfolio of clients by fostering strong relationships, providing proactive guidance, and identifying opportunities to deepen engagement with BECU Trust Services.
Uphold fiduciary responsibilities by administering accounts in accordance with applicable regulations, policies, procedures, and industry standards.
Collaborate with Investment Officers to establish investment objectives, goals, and strategies that align with clients' needs, risk tolerance, and long-term plans.
Leverage your knowledge of trust and estate administration, taxation, investments, retirement planning, and estate planning to support clients and beneficiaries.
Administer ancillary Concierge Services and help clients access resources that enhance their overall experience with BECU Trust Services.
Help clients understand Trust Services' approach to equity and fixed income investments, asset allocation, and the overall investment process.
Identify, develop, and cultivate new business opportunities through internal partnerships, external networking, and referrals while uncovering solutions that meet client needs.
Meet with prospective clients to understand their goals, define trust and investment needs, address questions, and provide guidance on available services.
Analyze trust documents, governing instruments, and applicable laws to establish and maintain accurate account records and administration practices.
Partner with attorneys, accountants, tax professionals, and other advisors to address legal, tax, and fiduciary matters impacting clients and beneficiaries.
Serve as a knowledgeable resource for IRA and Investment Management accounts, helping ensure effective account administration and client support.
Administer real estate-related trust holdings and provide expertise on associated fiduciary responsibilities.
Represent BECU Trust Services by speaking at, presenting, or leading seminars focused on trust, estate, and fiduciary-related topics.
Actively participate in estate planning councils, professional associations, industry conferences, continuing education programs, and community events to maintain professional expertise, expand referral networks, strengthen advisor relationships, and support business development efforts.
Perform all responsibilities in accordance with BECU Competencies and Information Protection requirements while supporting team and organizational objectives.
Take on additional duties and special projects as assigned to support the evolving needs of the team and organization.