Trust Officer Team Lead VP
Core
Administer complex trust accounts, ensuring compliance with governing instruments and state regulations while managing investments, distributions, and tax filings for principals and beneficiaries.
Role type
Senior Trust Officer (Team Lead)
Builds
Trust account administration and compliance operations for Premier Trust
Domain
Financial Services / Trust Administration
Deliverable
client delivery
Required skills
Trust administration, state trust compliance regulations, tax return preparation, investment and distribution management, legal document interpretation, team leadership and training, BSA/AML/OFAC compliance, advanced math and data analysis, software proficiency (Microsoft Office, Excel)
Preferred skills
Certified Trust and Fiduciary Advisor (CTFA) certification
Technologies
Microsoft Office, Outlook, PowerPoint, Excel
Responsibilities
Administer assigned complex trust accounts in accordance with governing instruments; coordinate and review federal and state tax return filings; submit discretionary investment and distribution requests; consult with client attorneys on trust legal documents; report suspicious activity to compliance officers; mentor and train less experienced staff; ensure adherence to company policies and state/federal regulations.
Seniority
Senior, hands-on IC with leadership responsibilities