Trust Officer
Core
Manages trust, agency, and probate accounts in the role of trustee, providing technical expertise for fiduciary account management and administration to ensure compliance.
Role type
Senior Trust Officer (Fiduciary Account Management)
Builds
Trust & Estate accounts and client relationships
Domain
Wealth Management / Trust & Estate Law
Required skills
Fiduciary laws, Estate planning, Trust tax, Trust accounting, Investment management, Compliance, Risk management, Client relationship management, Strategic planning, Data analysis
Preferred skills
Finance degree, Change management, Training delivery, Process design
Technologies
Database management tools, Reporting tools, Compliance frameworks
Responsibilities
Manage trust, agency, or probate accounts in the role of trustee; Perform sales and service support activities to meet client needs; Provide day-to-day technical support to team members responsible for fiduciary account management; Execute work to deliver timely, accurate, and efficient service; Follow through on risk and compliance processes to safeguard customer assets; Design and produce regular and ad-hoc reports and dashboards; Lead or participate in defining communication plans and change management activities.
Seniority
Senior, hands-on IC