Job Description
Job Description A
Trust Officer administers trusts, estates, investment accounts, IRAs, and other fiduciary relationships on behalf of individuals and families. They interpret trust documents, coordinate distributions, maintain regulatory compliance, and collaborate with beneficiaries, attorneys, accountants, and financial advisors.
Trust Officers also strengthen existing client relationships and may develop new trust and wealth-management business.
This community bank is seeking an experienced
Trust Officer to join their team. If you possess exceptional relationship-management skills, sound judgement and clear communication, this could be the opportunity for you!
Salary: $75,000-$120,000 Annually
Trust Officer Responsibilities: - Administer personal trusts, estates, guardianships, investment management accounts, IRAs, and custody relationships in accordance with governing documents and fiduciary requirements.
- Build strong relationships with clients, beneficiaries, attorneys, accountants, financial advisors, and internal banking partners while delivering highly personalized service.
- Interpret trust documents, monitor distributions and account activity, complete account reviews, maintain accurate records, and ensure compliance with applicable policies and regulations.
- Develop new business through professional relationships, client referrals, community involvement, and collaboration with commercial lenders, private bankers, and wealth-management professionals.
Ideal candidates will have previous experience in trust administration, estate planning, fiduciary services, wealth management, or a related banking role. A bachelor’s degree in finance, accounting, business, economics, or a related discipline is preferred. CTFA, JD, CFP, or other relevant credentials are highly valued but may not be required.
Related titles:
Senior Trust Officer, Trust Administrator, Fiduciary Officer, Personal Trust Officer, Estate Settlement Officer, Wealth Management Trust Officer, Trust Relationship Manager and
Private Wealth Trust Officer Ready to explore your next opportunity in
TRUST & WEALTH MANAGEMENT? Apply today! All conversations are confidential. Contact
Caroline Larkin at 712.454.6067 or confidentially send your resume to
caroline.larkin@gogpac.com . All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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