Senior Trust Officer

Responsibilities

This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews.
• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance.
• Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience.
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios.
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects.

Required Qualifications:

• Minimum of five years of trust administration and estate planning experience.
• Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.
• Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios.
• Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
• Demonstrates initiative and a proactive approach to problem solving.
• Creative though prudent approach to providing solutions within the bank’s risk/reward profile.
• Proven ability to confidently close sales and meet or exceed revenue targets.
• Has good people/partner communication skills and is a team player.
• Displays a high level of savvy and sophistication regarding high-net-worth clients’ concerns/issues.
• Ability to communicate and connect with high-net-worth clients.

Desired

Qualifications:

Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA.

• Business Development
• Client Management
• Customer and Client Focus
• Risk Management
• Wealth Planning
• Client Experience
• Branding
• Client Solutions Advisory Decision Making
• Presentation Skills
• Process Management
• Attention to Detail
• Critical Thinking
• Financial Analysis
• Planning
• Prospecting

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours per Week: 40

Pay range: $98,100.00 - $ annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan.

Benefits:
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.