Trust Officer

Job Summary

The Trust Officer has a broad responsibility of focusing on the overall management and strategy of the trust. Advanced financial and estate planning, along with center‑of‑influence and new business development, are primary expectations for this role. The Trust Officer safeguards the interests of clients, ensuring the smooth operation of trust agreements and the achievement of beneficiaries’ goals.

• Handle and manage trust accounts, ensuring compliance with legal and regulatory requirements.
• Act in the best interest of beneficiaries, adhering to the terms of the trust document.
• Oversee the strategic management of trust assets, including investment decisions and portfolio management.
• Work closely with clients to understand their goals and ensure the trust account aligns with their wishes.
• Provide advice on estate planning and wealth management, collaborating with portfolio managers, wealth advisors, CPAs, and estate attorneys.
• Develop and implement investment strategies with the Portfolio Manager and Wealth Advisor, assessing risk tolerance and market conditions.
• Build and maintain relationships with clients, beneficiaries, and center‑of‑influence advisors such as CPAs and attorneys.
• Conduct regular meetings to update clients on trust performance and address concerns.
• Prepare and execute legal documents related to trust management.
• Ensure timely disbursement of distributions to beneficiaries as per the trust agreement.
• Maintain accurate records of transactions, communications, and trust activity; prepare financial statements and audit reports.
• Stay informed about changes in laws and regulations that affect trusts; ensure all activities comply with state and federal laws.
• Provide guidance on estate planning strategies, collaborating with attorneys and tax professionals.
• Address and mediate disputes pertaining to the trust.
• Identify and mitigate potential risks; maintain proper insurance coverage.

• Bachelor’s or Master’s degree in finance, accounting, or a related field.
• Minimum five years of relevant experience in trust business, either at a corporate fiduciary or law firm.
• Advanced degrees or professional certifications such as CFP, CTFA, or J.D. strongly preferred.
• In‑depth knowledge of financial markets, investment strategies, fiduciary products, and all legal, tax, and regulatory requirements applicable to trusts.
• Ability to analyze financial data, assess investment opportunities, and manage risk.
• Exceptional verbal, written, and interpersonal communication skills with the ability to explain complex concepts to clients who may lack financial background.
• Precision in handling documentation and maintaining records.
• Strong analytical skills, computer proficiency, typing speed, and mathematical aptitude.
• Ability to work independently and under minimal supervision.
• Current driver’s license and vehicle insurance may be required for duties that involve travel.

This company is an Equal Opportunity Employer. We prohibit discrimination and harassment on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or any other protected class. We value diversity and are committed to a work environment that promotes equity and inclusion.