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 with governing documents and regulatory requirements.
Role type
Trust Officer (Fiduciary Services)
Builds
Fiduciary accounts and client trust relationships
Domain
Banking / Wealth Management / Trust Administration
Required skills
Fiduciary knowledge, Client relationship management, Risk and compliance awareness, Attention to detail, Communication
Preferred skills
Relationship management, Problem solving, Collaboration, Adaptability, Continuous learning
Responsibilities
Manage fiduciary accounts in accordance with governing documents and laws, Review and interpret trust documents to ensure accuracy, Serve as primary point of contact for clients and beneficiaries, Ensure adherence to fiduciary and regulatory requirements, Address client requests and account issues, Oversee account openings and closings including asset transfers and tax reporting, Collaborate with internal teams and external advisors, Support new business development through referrals
Seniority
Mid-Senior level (7+ years experience)