Trust Officer

Old North State Trust • Mooresville, NC

1d

About The Position

Old North State Trust, a Greensboro, NC–based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of Trust Officer. This position may be based in any of the following locations:
Greensboro, NC
Mooresville, NC
Lexington, NC
Wilmington, NC
Greenville, NC

SUMMARY
The Trust Officer provides expertise and communication in trust and estate issues. This position
works as a liaison between trust clients and various related agencies or advisors. Specific tasks
include interpreting legal documents, reviewing client relationships, monitoring funds, reporting
to management, and completing various forms of paperwork.

Requirements

• Possesses strong business development skills
• Has significant knowledge of fiduciary duties and trust administration
• Has a bachelor’s degree, preferably in finance, business administration or hold an MBA in Trust and Wealth Management. CTFA designation is preferred.
• Possesses a working knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters.
• Has demonstrated success working with teams.

Nice To Haves

• CTFA designation is preferred.

Responsibilities

• Responsible for administration, management and servicing of assigned fiduciary and investment management accounts
• Administers personal trusts, guardianships and other fiduciary accounts per terms of governing document
• Partners with external advisors regarding tax, legal and other fiduciary matters
• Consults with attorneys regarding legal needs and interpretation of trust documents, wills and other legally prepared materials
• Promotes and sells trust services to new and existing customers; maintaining our current client relationships and developing new client relationships in the areas of investment management trust administration estate and retirement planning and retirement benefit plans
• Proactively delivers and provide oversight of all estate settlement processes make postmortem elections and work closely with Operations Supervisor in the preparation of estate tax returns, gift tax returns, fiduciary tax returns, and accountings for trusts and estates
• Provides consultation on financial and wealth management matters

What This Job Offers

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