Private Wealth Management Trust Officer 4 - Minnesota
Core
Administer, risk-manage, and service fiduciary and investment management accounts, including estates, trusts, and charitable accounts.
Role type
Senior Trust Officer (Private Wealth Management)
Builds
Fiduciary and investment management accounts
Domain
Private Wealth Management / Trust Administration
Deliverable
client delivery
Required skills
Trust administration, estate settlement, multi-jurisdictional fiduciary law, trust accounting, regulatory compliance, complex problem solving, project management
Preferred skills
Taxation (estate/income/multi-generational), Professional Designation (CTFA/CFP)
Technologies
Trust accounting systems
Responsibilities
Administer assigned fiduciary and investment management accounts, ensure compliance with governing documents and state statutes, service and retain existing accounts, manage relationship management responsibilities
Seniority
Senior, hands-on IC