Senior Trust Officer

Job Summary

A company is looking for a Senior Trust Officer responsible for the administration and servicing of fiduciary and investment management accounts.

Key Responsibilities

• Administer and manage assigned fiduciary and investment management accounts while ensuring compliance with governing documents and regulations
• Provide relationship management and product expertise for various account types, including IRAs and charitable accounts
• Accountable for the servicing and retention of existing accounts, working as part of a team of experts

Required Qualifications

• Bachelor's degree or equivalent work experience
• Eight or more years of experience in Trust administration
• Professional designation required (e.g., CTFA, CFP, JD, CPA)
• Advanced knowledge of estate settlement, taxation, and fiduciary law
• Thorough understanding of regulatory compliance requirements in multiple jurisdictions