Senior Trust Officer - Remote

Overview

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

In Short

• Administer complex trust relationships for clients.
• Serve as primary contact for clients regarding trust matters.
• Manage risk and exercise fiduciary discretion.
• Develop and implement trust solutions for wealth clients.
• Communicate with client teams to ensure service quality.
• Oversee new account opening processes.
• Build strong client relationships to enhance satisfaction and retention.
• Maintain knowledge of regulatory requirements and industry standards.
• Support market efforts to develop new trust business.
• Mentor less experienced staff in trust administration.

Requirements

• Bachelor's degree and a minimum of 7 years’ experience in fiduciary accounts.
• Strong verbal and written communication skills.
• Proficient in investment knowledge and asset allocation strategies.
• Experience in attracting and retaining client relationships.
• Good organizational and planning skills.
• High level of integrity and professionalism.
• CTFA certification preferred.
• Juris Doctor or Master's degree preferred.
• Experience in fiduciary business decision-making.
• Strong interpersonal skills.

Benefits

• Competitive pay and benefits package.
• Forty hours of paid volunteer time each year.
• Support for employee development and growth.
• Inclusive workplace culture.
• Opportunities for mentorship and skill development.