Trust Officer
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About The Position
Responsible for the administration and fiduciary management within client relationships. The position involves administering an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. The individual will serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters, and be responsible for overall trust administration management. The role requires assessing and managing risk, exercising fiduciary discretion and judgment, and adhering to policies and procedures related to account administrative activities. The individual will serve as a key partner to wealth clients in developing and implementing trust solutions to meet their needs, anticipate and identify opportunities to create new relationships, and expand existing ones. Providing superior client service and developing deep relationships with clients to best administer their trust accounts is essential, as is communicating regularly with the client team to ensure awareness of trust matters. The role also includes managing the new account opening process, monitoring terminations, and playing a key role in overall client satisfaction and retention.
