Trust Officer

Washington Trust • Westerly, RI

19h • $78,000 - $125,000 • Hybrid

About The Position

Washington Trust is the oldest community bank in the nation and one of the premier financial institutions in New England. We are experiencing record growth in our Wealth Management division and have an opportunity for an experienced, highly motivated, and personable professional to fill the role of Trust Officer.
As a Trust Officer, you will join a team of dedicated professionals providing superior customer service to a variety of clients, including complex trusts, estate settlement, legacy trusts, retirement accounts and investment-based relationships.
The successful candidate has extensive knowledge of all aspects of the account requirements necessary to properly administer fiduciary and non-fiduciary accounts based on regulations, tax laws, policy and internal procedures. The candidate must have experience administering accounts where the Bank acts in the capacity of trustee of a trust agreement and as an executor of an estate. The ideal candidate will also have experience or knowledge of acting as a personal representative of an estate.
This is a hybrid position and may be based in either our Providence, RI or our Westerly, RI office.

Requirements

• This position requires as a minimum a Bachelor’s Degree and 3 years of fiduciary trust experience with increasingly complex relationships.
• A thorough knowledge of probate and tax law as it pertains to the administration of trust and estate accounts as well as a comprehensive understanding of fiduciary and personal income tax laws.
• Demonstrated competence relative to the technical application of trust & estate administration skills and fiduciary knowledge.
• Strong communication skills to be successful in client contact, as well as contact with corollary professionals, such as attorneys and accountants.
• The ability to adapt to change, stay current with legal and regulatory requirements, and adopt best practices is essential.
• Proficiency in the use of Microsoft Office software applications, including excel, as well as standard trust accounting systems.

Nice To Haves

• CTFA, CFP, or JD certifications are desirable

Benefits

• Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan.
• We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level