Trust Officer

Argent Financial Group•Birmingham, AL

9d•Onsite

About The Position

A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. This role involves overseeing the administration and business development of complex investment management and trust accounts. The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong leadership capabilities and a commitment to upholding the highest standards of fiduciary duty.

Requirements

Bachelor's degree, with advanced degree JD or MBA preferred.
10+ years experience in financial services, preferably in a bank or boutique trust environment.
Serves as a subject matter expert in Estate Planning, Supplemental Needs Trusts, Charitable Planning and/or Estate Administration.
Expertise in the areas of financial planning and estate planning techniques.
Knowledge of investment products.
Excellent writing and presentation skills.
Demonstrated success working in team environment.
Ability to organize, complete multiple tasks within deadlines and complete accuracy.
Sales oriented, friendly and persuasive personality.

Responsibilities

Develop and maintain relationships with clients, beneficiaries, and other interested parties, understanding their needs, goals, and governing documents.
Provide wealth planning advice and ensure trust product awareness and education for clients, and centers of influence.
Drive business development, client retention, and service delivery to individuals, families, trusts, and foundations.
Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
Attend client meetings, document issues discussed, and coordinate follow-up actions.
Oversee the preparation of client meeting reports and materials.
Document client information and communications in client file.
Ensure proper account opening and closing procedures and review related documents.
Oversee account transactions and reporting, ensuring accuracy and compliance.
Manage risk and ensure compliance with all relevant company policies, procedures, and regulations.
Maintain understanding of governing instruments including trust agreements, wills, modification documents, etc. as applicable to client base.
Coordinate with fiduciary counsel to ensure administration aligns with governing documents.
Prepare Annual Relationship Reviews and ensure all accounts comply with regulatory requirements.
Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants.
Stay updated on developments in probate and fiduciary law, actively pursuing professional development opportunities.
Represent the company in community organizations and activities to build brand awareness.