Trust Officer - Trust Administration WHE

SUMMARY

• As a Trust Officer, you will administer and manage trust accounts and ensure that such administration is in compliance with federal and state laws as well as internal procedures. You must understand basic estate and trust administration procedures as well as a general understanding of investments and investment theory.

Willingness to provide a level of service which will clearly differentiate us from our competitors.

• Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
• Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
• Must be able to communicate professionally and effectively through written and verbal communications with clients and co-workers.

• Must be able to read legal agreements and understand trust law and tax law as it relates to client needs and within the scope of training provided by the Bank.
• Oversees many financial responsibilities for their clients and must have an understanding of the various aspects of taxation, investments, financial planning, accounting and insurance.
• Works with clients to ensure their comfort and understanding of the processes used by the Bank to ensure prudent accumulation, investment, protection and usage of trust assets.
• Strives to have a deep understanding and strong connection with clients and interacts with them and their family members for referral opportunities.
• Strives to build, maintain, and grow a network of professional contacts to leverage for new business opportunities.
• Seeks to develop/retain trust business from existing account assignments.
• Administers a full and varied account load.
• Operates with moderate independence and solves problems/resolves complaints within established policies/procedures.
• Operates in a team environment with capability to provide coverage for other team members.
• Supervises processes to ensure accuracy and provides oversight for Junior Officers and Administrative Assistants.

• Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
• Proficient in Microsoft Office products including Word and Excel.
• Ability to learn trust software.
• Must possess basic mathematical skills and understand basic mathematical methodologies used in budgeting, accounting and investment performance calculations.
• Must be able to make sound judgments or conduct the necessary research to make sound judgments in the matters of the financial affairs of clients and their families.
• Must be familiar with internal policies and procedures and seek guidance from management and various approval committees when appropriate.

• Bachelor’s degree required.
• Minimum one year of experience in Trust Administration or related work is preferred.
• Specialized credentials (CTFA, CPA, JD, CFA, CFP) are preferred.
• Significant prior legal, accounting or trust and estate administration experience is helpful.