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
- Minimum of three years of trust administration and estate planning experience
- Working knowledge of trust administration, fiduciary law, and estate and wealth transfer planning
- Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
- Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
- Demonstrates initiative and a proactive approach to problem solving
- Creative though prudent approach to providing solutions within the bank’s risk/reward profile
- Proven ability to confidently close sales and meet or exceed revenue targets
- Has good people/partner communication skills and is a team player
- Ability to communicate and connect with high-net-worth clients
- High School Diploma / GED / Secondary School or equivalent
Nice To Haves
- Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
- Bachelor’s Degree or equivalent business experience in High-Net-Worth Trust environment
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
- Access to paid time off
- Resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
