Trust Officer
Get new jobs like this one by email. Create a free account for job alerts and to save the jobs you like.
Job Summary
Administering an assigned portfolio of trust accounts, the full-time Trust Officer will provide personalized service to clients and financial advisors while ensuring compliance with fiduciary standards and regulations in a remote work environment.
Key responsibilities
- Develop and maintain professional relationships with clients, beneficiaries, and financial advisors to enhance service experience
- Administer trust accounts in accordance with governing documents and applicable laws, ensuring accuracy in distributions and account activity
- Collaborate with various teams to facilitate seamless onboarding of new trust accounts and support new business opportunities
Required qualifications
- Bachelor's degree
- 3-6 years of relevant experience in trust administration, estate administration, or a related fiduciary role
- Demonstrated understanding of fiduciary account administration and applicable trust operations
- Ability to independently manage routine trust relationships while seeking guidance on complex matters
- Familiarity with trust accounting and reporting systems
Complete Job Description
The complete job description is available to premium members. Premium membership includes:
Full access to 38,022 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
BBB URL BBB URL
The company description is available to premium members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
