Trust Officer
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
Complex trust administration services and client relationships
Domain
Wealth Management / Trust Administration
Deliverable
client delivery
Required skills
trust administration, fiduciary analysis, trust committee collaboration, client needs anticipation, mentoring, trust creation expertise
Preferred skills
deep fiduciary analysis, evolving environment adaptability
Technologies
N/A
Responsibilities
Manage complex fiduciary relationships, explain trust concepts in a client-friendly manner, work with a Trust Committee, mentor less experienced associates, anticipate client and beneficiary needs
Seniority
Senior, hands-on IC
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