Trust Officer
Core
Manage trust, agency, and probate accounts as a trustee, ensuring compliance with fiduciary laws and regulations while providing high-quality sales and service to Trust & Estate clients.
Role type
Trust Officer (Wealth Sales & Service)
Builds
Trust & Estate accounts and client relationships
Domain
Banking / Wealth Management / Trust Administration
Required skills
Trust administration, fiduciary law knowledge, trust tax, trust accounting, investment management, risk identification, compliance, asset assessment, stakeholder management, strategic initiative execution, performance monitoring, reporting, discretionary decision making
Preferred skills
Bachelor's degree in Finance, strong verbal and written communication, analytical problem solving, influence, data-driven decision making
Technologies
Trust administration systems, reporting tools, compliance frameworks
Responsibilities
Make presentations to clients/prospects, manage trust/agency/probate accounts, review and interpret trust documents, assess assets for risk, support strategic initiatives, conduct independent analysis, build stakeholder relationships, monitor performance, design reports and dashboards, make discretionary decisions with Fiduciary, cross-train team members, provide administrative support, process trade orders, support audits, identify irregularities, execute sales and service support activities, ensure compliance with regulatory and ethical requirements.
Seniority
Mid-level (4-6 years experience), hands-on IC