Senior Trust Officer

Responsibilities

• 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

• JD
• CTFA