Trust Officer Pleasantburg Branch

Description

Arthur State Bank is seeking an experienced Trust Officer to administer trust and fiduciary relationships while delivering high-quality, personalized service consistent with our community-banking values. This role serves as the primary client contact for assigned trust and estate accounts and is responsible for the proper administration of trust assets, including real estate held within client accounts.

The Trust Officer is responsible for the administration of trusts, estates, and fiduciary accounts in compliance with applicable trust law, estate planning standards, tax regulations, and bank policies. The position works closely with clients, beneficiaries, internal partners, and external advisors to ensure accurate administration, risk management, and long‑term stewardship of trust assets.

• Administer assigned trust, estate, conservatorship, custodial, and agency accounts in accordance with governing documents and applicable regulations
• Serve as primary relationship manager for trust clients, beneficiaries, attorneys, CPAs, and financial advisors
• Execute asset transactions as directed, including investment maturities, purchases, redemptions, and distributions
• Oversee real estate assets held in trust, including inspections, appraisals, insurance coverage, listings, and contractor coordination
• Maintain accurate trust accounting records, documentation, and required reports (court, VA, fiduciary, and client reporting)
• Review and interpret trust agreements and estate documents to ensure proper administration
• Monitor account cash balances, income needs, and distribution requirements
• Prepare materials and participate in monthly Trust Committee meetings
• Ensure compliance with bank policies, FDIC requirements, SEC regulations, and South Carolina Trust & Probate Code
• Complete required compliance and continuing education training (BSA, disaster recovery, systems training, etc.)
• Perform additional duties as assigned by management

• 3-5 years of relevant trust/estate/wealth management experience
• Bachelor's Degree preferably in Finance, Accounting, Business Administration, Economics, or Law (estate planning/trust)
• Certified Trust and Financial Advisor certification as plus but not necessary.
• Working knowledge of trust administration, estate settlement, and fiduciary accounting
• Experience and knowledge related to real estate matters within a trust or fiduciary environment
• Proficiency in Microsoft Word, Excel, and accounting or trust administration systems
• Ability to work independently and manage multiple priorities
• Strong attention to detail and organizational skills
• Professional verbal and written communication skills, including telephone etiquette
• Demonstrated ability to maintain strict confidentiality of client information
• A valid Driver's License with ability to travel for trust related meetings and business

• Office-based role with frequent client interaction
• Occasional outdoor activity for property inspections, including exposure to heat or cold
• Ability to lift up to 20 pounds regularly, with occasional heavier lifting
• Ability to sit, stand, walk, bend, and use office equipment for extended periods