Trust Officer I (TO I), Private Bank
Core
Entry-level fiduciary officer managing assigned books of fiduciary accounts and supporting complex client relationships led by senior officers.
Role type
entry-level IC trust officer
Builds
fiduciary products and services for high net worth clients
Domain
banking + trust and estate administration
Deliverable
client delivery
Required skills
trust administration, fiduciary law, estate planning, tax services, investment concepts, banking operations
Preferred skills
CTFA designation, Paralegal certification, JD
Responsibilities
Engage in fiduciary oversight and coordinate trust administrative matters; Partner with Market Trust Directors and Senior Trust Officers to deliver service; Develop understanding of client circumstances and estate plans; Liaise with clients' attorneys and accountants; Participate in client and advisor meetings to review relationships and governing documents.