Senior Private Wealth Trust Officer

Job Description Summary

Under administrative direction, uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts of varying complexity for high‑net‑worth and ultra‑high‑net‑worth clients. Leads defined work or projects of broad scope and complexity, resolves or recommends solutions to complex problems, and maintains regular contact with senior management and other internal customers to identify, research and resolve accounting issues, providing comprehensive solutions to complex problems or needs.

• Administers personal trust accounts in accordance with statutes and regulations.
• Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explains tax matters to beneficiaries, Financial Advisors and other relevant parties.
• Interacts with Financial Advisors and clients in defining goals and objectives, working with the investment officer to establish appropriate asset allocation and to review and approve portfolio changes.
• Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process.
• May participate as a voting member of the Trust Administrative Committee.
• Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.
• Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.
• Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.
• May lead the work of others; coaches and mentors less experienced staff.
• Develops and maintains strong relationships across all levels of the organization.
• Reviews progress of assignments with executive leadership/management.
• Performs other duties and responsibilities as assigned.

• Personal trust administration for high‑net‑worth and ultra‑high‑net‑worth clients.
• Strong interpersonal and leadership skills to provide a high level of customer service.
• Cultivating and maintaining effective working relationships at all levels of the organization.
• Excellent public presentation skills.
• Outstanding oral and written communication skills.
• Demonstrates uncompromising adherence to ethical principles.
• Operates standard office equipment and learns software applications including computer‑based trust accounting systems and other common estate planning software programs.

• Function in a professional office environment.
• Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast‑paced work environment with frequent interruptions.
• Provide efficient service to internal and external clients.
• Identify training needs and coach/mentor more junior staff.
• Partner with other functional areas to accomplish objectives.
• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
• Attend to detail while maintaining a big picture orientation.
• Gather information, identify linkages and trends and apply findings to assignments.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Work independently, make non‑routine decisions and resolve complex problems.
• Communicate effectively, both orally and in writing, with all organizational levels.
• Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.

Bachelor’s:
Accounting, Bachelor’s:
Business Administration, Bachelor’s:
Finance

General Experience – 3 to 6 years

Less than 25%

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave);

and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.