Fiduciary Services Officer

Job Title

Provide ongoing service to clients and beneficiaries for a variety of account types including trust under wills, grantor trusts and retirement accounts.

• Assist in development of new business to include designation of the bank in testamentary documents and as trustee in revocable grantor documents
• Provide liaison between investment unit and client
• Prepare annual court accountings and respond to inquiries from the various Commissioners of Accounts
• Coordinate with leadership to complete the filing of fiduciary income tax returns.
• Prepare trust, agency and estate receipts and disbursements using Trust Accounting System
• Research and solve routine account problems
• Research and coordinate fiduciary solutions with assistance of leadership
• Ensure timely mailing of Trust Committee Review and quality review letters.

• Complies with all policies and procedures as applied to the Bank's BSA/AML policy.
• Perform other duties as assigned.

• Excellent analytical skills.
• Strong verbal and communication skills.
• Ability to organize, prioritize and delegate in the service of clients.

This position does not have supervisory responsibilities.

This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.

Limited local travel may be required for this position.

• 2 - 5 years of experience in a trust related positions.
• Related college degree preferred.
• Familiarity with investments and portfolio management.
• Functional knowledge of trusts and estates management.
• Working knowledge of word-processing and spreadsheet applications.