Senior Trust Officer
Core
Managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
Role type
Senior Trust Officer (Fiduciary & Investment Management)
Builds
Complex investment management and trust accounts
Domain
Wealth Management / Trust Administration
Deliverable
client delivery
Required skills
Trust administration, Fiduciary law, Estate and wealth transfer planning, Risk management, Business development, Client relationship management, Regulatory compliance, Sales execution
Preferred skills
CTFA, CFP, AEP, JD, CPA
Technologies
N/A
Responsibilities
Review trust instruments and manage risk during trustee discretion, Coordinate opening and closing of investment accounts and money movement, Engage with clients to build and transfer wealth tailored to unique goals, Ensure compliance with regulatory and legal requirements, Identify and develop new business opportunities with existing and prospective clients
Seniority
Senior, hands-on IC