Senior Trust Officer

Position Purpose

Responsible for performing client service and administration for an assigned group of trust and investment management clients in a fast-paced corporate fiduciary environment as part of a successful and growing wealth management team. This is a professional role that includes contribution to growth, profitability, operational efficiency, and best-in-class fiduciary service.

• Administer fiduciary accounts as directed by governing documents
• Tend to the daily needs and demands of trust and investment clients and beneficiaries
• Manage tax impacts of investment activities
• Prepare distribution requests
• Maintain and apply basic knowledge of income tax and wealth transfer tax systems
• Prepare for and participate in Trust Committee meetings
• Work tactfully and professionally with account owners, beneficiaries, and other clients
• Perform annual regulatory reviews
• Open and close accounts
• Prepare requests for investment transfers or trades
• Prepare and submit court accountings, as required
• Work directly with investment advisors to carry out investment objectives
• Attend client calls and meetings
• Interface with securities operations and investment personnel
• Coordinate bill payment
• Prepare system reports of financial information
• Assist with regulatory audits
• Calculate and collect management fees following approved fee schedules

• Superior verbal and written communication skills
• 10+ years of experience in the administration of personal trusts
• Minimum bachelor’s degree with JD and/or CTFA preferred
• Accuracy and transparency
• Proficiency with trust accounting principles
• Careful reading skills
• Strong attention to detail while maintaining timeliness and efficiency
• Adherence to policies, procedures, and regulations
• High degree of privacy and confidentiality
• Willingness to work in a team environment with a helpful attitude
• Other duties in the Trust Department, as assigned

• Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off

The individual will be required to be available after normal working hours. Business travel may be necessary to meet with vendors and attend training opportunities.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, or ability required. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

EEO M/F/V/D