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 accounts, ensuring compliance with governing documents and regulations
• Maintain relationships with clients and provide expertise in various product specialties, such as IRAs and estates
• Accountable for the servicing and retention of existing accounts, meeting corporate and regulatory compliance standards

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, or Graduate of National Trust School Program)
• Advanced knowledge of estate settlement, fiduciary law, and tax implications across multiple jurisdictions
• Ability to manage multiple tasks/projects and meet deadlines