Senior Trust Officer
Core
Managing complex fiduciary relationships, including high-net-worth and specialty trust accounts, in accordance with governing documents, applicable laws, and organizational policies.
Role type
Senior Trust Officer (Fiduciary Advisor)
Builds
Trust accounts and fiduciary solutions for high-net-worth clients
Domain
Banking / Wealth Management / Trust Administration
Deliverable
client delivery
Required skills
Fiduciary expertise, Trust administration, Risk and compliance management, Client relationship management, Regulatory knowledge
Preferred skills
Problem solving, Influence and partnership, Adaptability, Continuous learning
Responsibilities
Managing complex trust accounts, Serving as primary contact for clients and beneficiaries, Ensuring adherence to fiduciary and regulatory requirements, Exercising judgment in complex fiduciary matters, Collaborating with internal partners and external advisors, Supporting business development and client retention