Job Description
Job Summary: The Trust & Financial Services Department seeks a motivated professional with excellent communication skills, plus a knowledge of, and interest in, the dynamics of personal finance, including wealth accumulation, investing, and financial planning.
Are you an educator, a problem solver, good with both people and numbers?
Have you worked in a setting that requires you to switch tasks multiple times in one day?
Can you communicate in a variety of ways? Written, spoken, and in person?
Trust is a multi-disciplinary field blending elements of investments, taxation, and estate planning. Working with individuals, families, and organizations, you will oversee plans that optimize financial well-being for both the clients sitting beside you and across generations.
The Trust Officer manages accounts for individuals, families, estates, charities and entities while working closely with the Bank’s Trust Investment Officer and Senior Vice President to execute the clients’ goals. The Trust Officer has excellent written and oral presentation skills, a working knowledge of investments and tax, a high service standard and ability to manage their time and relationships.
Qualifications - Bachelor’s degree or equivalent knowledge and experience
- Strong verbal and written communication skills
- Experience or background in investments, tax, economics, or accounting.
- Proficient in the Microsoft Office suite and a modern, software-driven workplace.
- Excellent project management skills, organization skills, and the ability to work independently on multiple projects simultaneously
- Professional attitude, reliable, strong work ethic and ability to demonstrate impeccable integrity in personal and fiduciary matters
- Able to work independently as well as in a team environment, including the ability to build collaborative working relationships with others
Responsibilities - A Trust Officer will handle all aspects of trust administration
- Exhibit the highest service standard working with clients, trustees and beneficiaries
- Prepare formal and informal accountings for filing with the courts and/or presentation to beneficiaries
- Process payments, statements. and receipts for trust accounts
- Address client inquiries in a timely and effective manner
- Manage client risks and money movement
- Gather information and tax forms needed for fiduciary and personal income tax preparation; track tax filing deadlines and ensure all filings are timely
- Open and close trust accounts.
- Be a reliable, responsive, confident resource to clients, attorneys, beneficiaries and team members throughout the trust administration process
- Handle special projects or additional responsibilities as assigned from time to time by the Senior Vice President.
- Communicate with trust beneficiaries and clients regarding distributions
- Orchestrate annual trust administration meetings and account reviews.
- Initiative/proactive approach to problem solving
Physical Demands and Working Conditions The physical demands and work environment characteristics are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job Tags
Full time, Work at office,