Trust Officer II
About The Position
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.
Requirements
- 3+ years of experience in trust administration, servicing and managing fiduciary relationships with high-net-worth clients (or equivalent) required.
- Familiarity with fiduciary law, trust and estate administration, fiduciary taxation, investment concepts, and banking operations.
- Demonstrated ability to work effectively as part of a team in a collaborative environment.
- Strong organizational skills and ability to manage multiple priorities and administrative responsibilities.
- Strong communication and relationship management skills.
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Nice To Haves
- BS/BA, CTFA designation, Paralegal certification, JD, or other fiduciary-related credential is a plus, but not required.
Responsibilities
- Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
- Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
- Works with Market leaders and engages clients and prospects to plan, build, and transfer wealth tailored to their unique goals, while delivering a high-quality experience
- Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
- Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Benefits
- affordable, competitive and flexible benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
