Wealth Management- Senior Trust Officer
Core
Administer fiduciary relationships (trusts, estates, IRAs) for affluent clients, ensuring compliance with governing documents and regulations while managing complex administrative and legal matters.
Role type
Senior Trust Officer (Wealth Management)
Builds
Fiduciary solutions and trust administration services for Affluent Segment clients
Domain
Banking / Wealth Management / Trust & Estate Law
Required skills
Fiduciary judgment, governing document interpretation, complex matter resolution, risk management, regulatory compliance, relationship management, data integrity
Preferred skills
Advanced degree or professional designation (CTFA, ATFA, CFP), trust taxation knowledge, estate settlement expertise, client retention strategies
Technologies
N/A
Responsibilities
Administer assigned fiduciary and investment relationships; Build and maintain relationships with clients, beneficiaries, and external advisors; Resolve complex administrative and discretionary matters; Identify and manage fiduciary, operational, and reputational risks; Promote relationship retention and asset growth; Collaborate with cross-functional teams for coordinated delivery; Maintain accurate documentation and system updates.
Seniority
Senior, hands-on IC