Trust Planning Officer

SECU•Raleigh, NC

7d•Hybrid

About The Position

The Trust Planning Officer plays a key role in supporting day-to-day operations of the department while ensuring full compliance with all State and Federal regulations, as well as requirements of our outside trust partner, Members Trust Company (MTC). This position serves as a subject matter expert (SME) in the Trust Planning department and is responsible for the delivery of our trust and estate planning services, including the Estate Planning Essentials Program and more complex estate planning situations.

Requirements

Bachelor's degree and 2 years of experience with the required Trust Services area OR an additional 5 years experience in lieu of a degree
Accredited Trust and Fiduciary Advisor (ATFA) Certification
Willingness to pursue CERTIFIED FINANCIAL PLANNER™ designation
Excellent written and verbal communication skills
Proficient in Microsoft Office product suite (Outlook, Word, Excel, Access, etc.)
Demonstrated success in customer service environment
Knowledge of estate planning strategies, fiduciary account administration, investments, estate and income tax matters, related financial services industry products, and fiduciary standards and duties.

Nice To Haves

CERTIFIED FINANCIAL PLANNER™ designation, Certified Trust and Fiduciary Advisor (CTFA) certification, or similar professional designation.
Have 2+ years experience in financial services industry, specializing in estate planning and trust administration, direct SECU experience preferred.

Responsibilities

Provide advanced support to Trust Representatives and members regarding estate planning strategies and our corporate fiduciary services
Help Trust Representatives within FAS Retail Delivery analyze a member’s estate planning goals and determine next steps, including whether they are suitable for the Estate Planning Essentials Program.
Advise Trust Representatives within FAS Retail Delivery on more complex estate planning situations, including trust planning strategies and opportunities for MTC business development.
Answer phone calls and emails from members who contact Trust Services directly to discuss their estate planning goals and our corporate fiduciary services.
Schedule Estate Planning Essentials Program appointments submitted by Trust Representatives, including cancelled and rescheduled appointments.
Process Flex Day Requests and coordinate with participating attorneys.
Coordinate logistical follow-up efforts between participating attorneys, Trust Representatives, and members.
Assist in the development of the program calendar.
Review legal documents, such as wills, trusts and powers of attorney, in which SECU Trust Services through MTC is named in a future fiduciary capacity, record details in future appointment database, provide copies to MTC, and store for retention.
Research future appointment situations in which members have recently passed away or become incapacitated and coordinate with Trust and Estate Administration.
Learn how to review legal documents, such as will, trusts, and powers of attorney, in which SECU Trust Services and MTC is named in a future fiduciary capacity, and identify potential areas of concern for further discussion with Trust Representatives, members, and drafting attorneys, as appropriate.
Process daily, weekly, and monthly reports.
Identify member complaints and escalate to senior staff and leadership.
Assist in department’s supervision of Trust Representatives, including initial licensure and subsequent adherence to SECU and MTC policies and procedures.
Provide administrative support for MTC current accounts as needed.
Assist with additional projects and tasks as assigned.