AVP, Trust Officer
Core
Manage designated client trust relationships, administer trust and investment accounts, and provide fiduciary oversight for moderately complex to complex accounts.
Role type
Senior individual contributor trust officer
Builds
Trust administration services and client experiences for private trust company clients
Domain
Wealth management / Trust administration
Deliverable
client delivery
Required skills
Trust administration, fiduciary law, estate planning, tax planning, relationship management, account administration, legal document analysis, mentoring
Preferred skills
Broker-dealer or bank trust experience, financial planning knowledge, Microsoft Office proficiency, tax accounting applications
Responsibilities
Serve as trust administrator for designated clients, manage financial advisor and client relationships, administer trust and investment accounts including transaction management, consult with legal and financial professionals, analyze legal documents like wills and trusts, mentor trust specialists, resolve client issues
Seniority
Senior, hands-on IC