Trust Officer

BANK OF MARIN•Novato, CA

19h•$99,487 - $146,615•Onsite

About The Position

Bank of Marin is seeking an experienced Trust Officer to join our Wealth Management & Trust team. This role is responsible for managing and growing a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors. As a Trust Officer, you will serve as a trusted advisor to high-net-worth individuals, families, trusts, and estates, providing fiduciary oversight, relationship management, and coordination of comprehensive wealth management solutions. The ideal candidate combines strong trust administration knowledge with excellent relationship management and business development skills. This position offers the opportunity to work closely with clients, portfolio managers, attorneys, CPAs, and bank partners while contributing to the continued growth of one of Northern California's premier community banks.

Requirements

Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or equivalent combination of education and experience.
Five (5) or more years of experience in trust administration, fiduciary services, private banking, wealth management, estate administration, or a related financial services role.
Experience managing client relationships and administering fiduciary accounts.
Strong understanding of fiduciary principles, trust administration, estate settlement, and investment management concepts.
Excellent communication, relationship-building, and client service skills.
Strong analytical and problem-solving abilities.
Proficiency in Microsoft Office Suite.

Nice To Haves

CTFA (Certified Trust and Fiduciary Advisor) designation.
Additional professional certifications such as CFP®, CFA®, CPA, or JD.
Business development experience and an established professional network.

Responsibilities

Serve as the primary relationship manager for a portfolio of trust, agency, investment management, and custody accounts.
Develop and maintain strong relationships with clients, beneficiaries, attorneys, CPAs, and other professional advisors.
Deliver proactive, high-touch service and address client needs in a timely and professional manner.
Conduct ongoing client reviews and identify opportunities to deepen relationships and enhance the client experience.
Administer trust, estate, and agency accounts in accordance with governing documents, fiduciary standards, and applicable laws and regulations.
Interpret trust agreements, wills, and related legal documents.
Review and coordinate distributions, transfers, account transactions, and other fiduciary activities.
Partner with internal and external experts on trust, estate, tax, and legal matters.
Identify and mitigate fiduciary, operational, compliance, and reputational risks.
Participate in annual administrative and investment account reviews.
Coordinate with portfolio managers and investment professionals to ensure client portfolios remain aligned with objectives and risk tolerance.
Review investment performance and client circumstances and assist with implementing appropriate changes when needed.
Develop new trust and wealth management business through referrals, networking, and community involvement.
Participate in meetings with prospective clients and centers of influence.
Collaborate with partners across the Bank to identify opportunities and deliver comprehensive financial solutions.
Support achievement of department growth, revenue, and asset goals.