Trust Officer
Core
Managing a book of complex fiduciary relationships and delivering high quality fiduciary services for existing beneficiaries and trustors.
Role type
Senior Trust Officer (Fiduciary Administration)
Builds
Complex trust administration services
Domain
Wealth Management / Trust Administration
Required skills
Trust administration, Fiduciary analysis, Legal aspects of trusts, Client relationship management, Mentoring associates, Trust Committee collaboration
Preferred skills
Expert knowledge of trust creation, Service improvement initiatives
Technologies
N/A
Responsibilities
Explain trust concepts in a client-friendly manner, Manage complex fiduciary relationships, Build and maintain relationships throughout the firm, Mentor less experienced associates, Work with a Trust Committee, Anticipate client and beneficiary needs
Seniority
Senior, hands-on IC