Sr. Trust Officer
Core
Administer trust accounts in accordance with trust instruments and state law, providing personalized service to clients and beneficiaries.
Role type
Senior Trust Officer (Fiduciary)
Builds
Trust account administration and distribution strategies
Domain
Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
fiduciary law, trust taxation, estate settlement, trust document interpretation, beneficiary education, complex family dynamics navigation, non-standard asset oversight, IRA RMD facilitation, financial distribution management
Preferred skills
TrustDesk proficiency, CTFA certification, JD
Responsibilities
Prepare documentation for Administrative Review Committee, coordinate client fund requests and disbursements, educate beneficiaries on trust terms, monitor daily trust transactions, prepare account reviews, serve on committees, facilitate communication between beneficiaries and advisors
Seniority
Senior, hands-on IC