Trust Officer

Job Description Growing, profitable Trust Company -- in business over 30 years --- with office conveniently located near a metro stop on the MD/DC border.

Review and understand trust documents and assist with administration of personal trusts in accordance with trust documents

Language Ability Ability to read, analyze, and interpret common legal documents including Wills, Trusts, and other Estate planning documents. Ability to respond to common inquiries or complaints from customers.

Ability to understand customer account statements and the basics of investment theory and strategy.

Should have knowledge of Microsoft Office software and will need to become familiar with FIS/Charlotte/Sungard database software.

Individual should be able to operate with limited administrative support.

Previous experience as a paralegal or other legal or financial services field

Ability to prioritize and multitask

Excellent written and verbal communication skills

Deadline and detail-orientedJD with estate planning experience

Independent, profitable and growing Trust Company,,,, in business since 1996.. located on red line metro stop Company Description Independent, profitable and growing Trust Company,,,, in business since 1996.. located on red line metro stop