Senior Trust Officer - Family Wealth - Remote

Overview

Responsible for the administration and fiduciary management of complex trust relationships within client relationships.

In Short

• Administer and oversee complex trust relationships.
• Serve as primary contact for clients regarding trust accounts.
• Assess and manage risk associated with trust accounts.
• Develop and implement trust solutions for wealth clients.
• Communicate regularly with clients and their teams.
• Manage new account openings and ensure compliance.
• Maintain strong relationships with clients and advisors.
• Support market efforts to develop new trust business.
• Stay informed about regulatory requirements and industry standards.
• Mentor less experienced staff within the organization.

Requirements

• Bachelor's degree with 7 years of fiduciary experience or equivalent.
• Strong verbal and written communication skills.
• Proficiency in planning and organizational skills.
• Experience in building client relationships.
• Good investment knowledge of asset allocation strategies.
• High level of integrity and professionalism.
• CTFA certification preferred.
• Juris Doctor or Master's degree preferred.
• Ability to communicate with various stakeholders.
• Knowledge of fiduciary business and decision-making.

Benefits

• Competitive salary and benefits package.
• Forty hours of paid volunteer time each year.
• Support for professional development and growth.
• Inclusive work environment reflecting core values.
• Access to internal resources and expertise.
• Opportunities for mentorship and leadership.
• Commitment to work-life balance.
• Participation in community engagement initiatives.
• Comprehensive health and retirement benefits.
• Recognition of employee contributions and achievements.