Trust Officer

Job Description A Trust Officer is a banking professional who services trusts and investments. This relationship‑based role covers private and corporate trust accounts, servicing customers across generations. Qualifications Bachelor’s degree or equivalent JD and/or Master’s degree 5-7 years of relevant trust administration experience Strong teammate who enjoys collaboration with internal partners CTFA, CFP, CFA, CES, or equivalent Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels Responsibilities Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, and interpreting governing documents such as wills, trusts, codicils, amendments, FLPs, and contracts. Actively participate in Trust Administrative Sub‑Committee meetings. Perform administrative account reviews annually. Accountable for servicing and retention of existing accounts. Supervise and monitor new account establishment and funding. Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement—including reviewing documents to identify dispositive provisions, approving payment of final expenses, coordinating the gathering of materials for final income and estate tax returns, settling assets into the trust/estate, ensuring proper distributions to beneficiaries, and maintaining ongoing communication with beneficiaries and advisors. Coordinate preparation of trust tax returns and agency letters with an accountant, address coding issues, and assist in developing new policies and procedures to drive improvements and changes. Review tax returns for administered accounts and assist other team members to ensure timely preparation and review. Lead and/or participate in projects as a subject‑matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, and team process improvements). Requirements Microsoft Excel skills required. Benefits This opportunity includes an excellent compensation and benefits package. The bank has a long‑standing reputation for employee retention and senior tenure. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. #J-18808-Ljbffr