Trust Officer

Riverview Bank•Vancouver, WA

1d•$90,000 - $145,000•Onsite

About The Position

This role manages a book of mostly trust accounts, provides fiduciary guidance, trust administration services, and delivers exceptional client service. This role involves relationship management, trust administration, estate planning support, and coordination with internal and external professionals to ensure clients’ long term financial and estate planning goals are met.

Requirements

3-5 related years of experience in trust administration, estate planning, or fiduciary services.
Direct Client relationship experience and history of expanding relationships, as well as experience with prospecting/looking for new opportunities to grow an existing book of business
Some level of an external center of influence network
Solid understanding of trust law, estate planning concepts, and fiduciary responsibility.
Demonstrated interpersonal, written, and verbal communication skills.
High attention to detail and ability to manage multiple priorities.
Client-focused mindset with a commitment to confidentiality and ethical conduct.
Proficiency in trust accounting systems and Microsoft Office Suite

Nice To Haves

Cannon or ABA accreditations preferred (specifically CTFA or CFP)

Responsibilities

Serve as primary contact for a portfolio of trust and estate accounts (or others as part of a larger relationship or specialization).
Administer accounts in accordance with governing documents, applicable laws, and Riverview Trust Company and Riverview Bank policies.
Coordinate with internal and external partners (e.g., investment officers, external legal team, tax professional, operations) to manage account activity and resolve client needs.
Build and maintain strong relationships with clients, beneficiaries, attorneys, and other advisors or keep people within the client’s relationship team.
Participate in client onboarding, including trust document review and account setup.
Identify opportunities to expand relationships and promote trust and investment services.
Monitor account performance in accordance with the IPS and investment team, conduct annual/all-encompassing relationship reviews, and ensure regulatory compliance and risk oversight is adhered to.
Assist with estate settlements, trust administration and the interpretation of complex trust provisions as needed.
Stay current on fiduciary laws, industry trends, and financial planning best practices.