The Senior Trust Officer will administer personal trust accounts, including revocable, irrevocable, charitable, and special needs trusts, while maintaining strong relationships with clients, financial advisors, attorneys, and other partners.
Responsibilities include managing trust administration tasks, ensuring compliance, reviewing account documentation, and providing exceptional client service. They will participate in trust committees, apply fiduciary law and investment knowledge, and mitigate risk.
Qualifications include a bachelor’s degree, at least 7 years of trust administration experience, and knowledge of fiduciary law, investments, and taxes. Strong communication, organizational skills, and the ability to work independently are essential.
The role involves coaching junior staff, collaborating across departments, and supporting trust and tax requirements in a fast-paced environment. The position emphasizes professionalism, attention to detail, and client service excellence.