Sr. Trust Officer (On-Site)
Core
Administer trust, investment, and retirement accounts for high-net-worth individuals and institutions while driving business development.
Role type
Senior Trust Officer / Relationship Manager
Builds
Fiduciary administration services and investment management accounts
Domain
Wealth Management / Trust & Estate Planning
Deliverable
client delivery
Required skills
Trust administration, fiduciary duties, estate planning, California probate code, business development, account management, regulatory compliance (Reg 9), financial consulting
Preferred skills
MBA, CFP, CTFA
Technologies
Trust accounting software, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Retain and grow client base through referrals and sales support, solicit leads from attorneys and centers of influence, review trust accounting software parameters, initiate or approve account payments, monitor account activity for compliance, meet with clients to assess financial needs
Seniority
Senior, hands-on IC
