Trust Officer
Core
Administer fiduciary accounts and serve as a relationship manager for client portfolios of moderate complexity, providing wealth management guidance and ensuring compliance.
Role type
Trust Officer (Fiduciary Services)
Builds
Fiduciary accounts and client trust relationships
Domain
Banking / Wealth Management / Trust Administration
Deliverable
client delivery
Required skills
Fiduciary knowledge, Client relationship management, Risk and compliance awareness, Attention to detail
Preferred skills
Problem solving, Collaboration, Adaptability, Continuous learning
Responsibilities
Manage fiduciary accounts per governing documents and laws, Review and interpret trust documents, Serve as primary contact for clients and beneficiaries, Ensure adherence to regulatory requirements, Address client requests and account issues, Oversee account openings and closings, Collaborate with internal teams and external advisors, Support new business development
Seniority
Mid-Senior level (7+ years experience)