Trust Officer

Responsibilities

• Administer personal trust, investment agency, IRA, and guardianship account relationships in which the Trust Company serves in a fiduciary role, acting as the primary client contact
• Evaluate trust beneficiary needs through comprehensive assessments to determine the appropriateness of trust distributions
• Advise on appropriate products and services based on client objectives, tax and estate considerations, risk tolerance, and asset allocation strategies
• Engage with clients and collaborate with families, beneficiaries, accountants, and attorneys to assess and address client needs
• Initiate proactive outreach to high-value prospects and clients through PM teams to promote trust and investment management services
• Build strategic relationships with centers of influence to expand and strengthen the client base
• Document all client outreach and business development activities to support performance tracking and targeted analysis
• Sustain ongoing relationships with existing clients, beneficiaries, and referral sources to identify and pursue new business opportunities
• Channel appropriate referrals to other business units within the firm to deliver comprehensive client solutions
• Monitor developments in probate and fiduciary law while pursuing ongoing professional development opportunities
• Enforce strict compliance with operational risk controls and regulatory requirements, including Banking Department and FINRA standards
• Coordinate with outside legal counsel and professional advisors to ensure legal and regulatory compliance in trust and fiduciary account administration
• Represent the Trust Company in community organizations and activities to enhance brand presence and reputation

• Bachelor's degree, with advanced JD or MBA
• 3-5 years of experience
• Experience at a trust company or at a law firm with trust work required
• Knowledge of financial planning and estate planning techniques
• Demonstrated success working in a team environment
• Ability to meet time constraints without constant supervision
• Strong organizational skills
• Ability to work independently and as part of a team