Trust Officer - Portland, ME

CI Financial•Portland, ME

1d•$110,000 - $165,000•Hybrid

About The Position

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

Undergraduate degree preferred or equivalent work experience required.
JD or Certified Trust and Fiduciary Advisor (CTFA) or Certified Estate and Trust Specialist (CES) certification required.
Strong knowledge of Excel and Salesforce.
Possess 6+ years of directly related experience in Personal Trust administration.
Extensive experience in estate planning and wealth management.
Demonstrated strong ability to work with custodial platforms, including Schwab and Fidelity.
Strong leadership and communication skills.

Nice To Haves

Attention to Detail
Advanced Technical Knowledge
Decision-Making
Leadership
Regulatory Compliance
Relationship Management
Strategic Thinking

Responsibilities

Administers assigned accounts in accordance with fiduciary responsibilities as trustee and policy policies and procedures.
Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning.
Interprets the governing instrument and applicable law to establish account records.
Summarizes pertinent provisions of trust documents.
Communicates with beneficiaries and co-fiduciaries to outline administrative procedures.
Maintains contact with clients and advisors to discuss terms and specifications of the will and/or trust.
Responds to client and advisor issues and anticipate needs.
Prepares for and participates in client meetings with the Advisor.
Responds to requests from beneficiaries for discretionary distributions; and presents such requests to key stakeholders.
Responsible for knowing the clients extended family and younger generations, when appropriate, to build deep multigenerational relationships.
Builds relationships and expands referral network with centers of influence to grow connection to region and develop more referral sources.
Acts as liaison with key stakeholders - clients, advisor, attorney, accountant, and other professionals, as required.
Completes trust administrative reviews, based upon established review schedule.
Reviews fiduciary income tax returns and tax estimates for assigned accounts.
Reviews account, identifies potential issues and present to key stakeholders.