Trust Officer
On-site · United States
Core
Manage a book of complex fiduciary relationships and deliver high-quality fiduciary services for existing beneficiaries and trustors.
Role type
Senior Trust Officer (Fiduciary Administration)
Builds
Trust administration services and client relationships
Domain
Financial Services / Trust Administration
Deliverable
client delivery
Required skills
trust administration, fiduciary analysis, trust creation, mentoring, client needs anticipation, Trust Committee collaboration
Preferred skills
deep fiduciary analysis, evolving environment adaptability
Technologies
N/A
Responsibilities
Explain trust concepts in a client-friendly manner, manage complex fiduciary relationships, build and maintain relationships throughout the firm, work with a Trust Committee, mentor less experienced associates
Seniority
Senior, hands-on IC