Trust Officer

Trust Officer

Old North State Trust, a Greensboro, NC-based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of Trust Officer. This position may be based in any of the following locations:

• Greensboro, NC
• Mooresville, NC
• Lexington, NC
• Wilmington, NC
• Greenville, NC

The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or advisors. Specific tasks include interpreting legal documents, reviewing client relationships, monitoring funds, reporting to management, and completing various forms of paperwork.

Essential duties and responsibilities include the following. Other duties may be assigned.

• Responsible for administration, management, and servicing of assigned fiduciary and investment management accounts
• Administers personal trusts, guardianships, and other fiduciary accounts per terms of governing document
• Partners with external advisors regarding tax, legal, and other fiduciary matters
• Consults with attorneys regarding legal needs and interpretation of trust documents, wills, and other legally prepared materials
• Promotes and sells trust services to new and existing customers; maintaining current client relationships and developing new client relationships in the areas of investment management, trust administration, estate, and retirement planning and retirement benefit plans
• Proactively delivers and provides oversight of all estate settlement processes, make postmortem elections, and work closely with Operations Supervisor in the preparation of estate tax returns, gift tax returns, fiduciary tax returns, and accountings for trusts and estates
• Provides consultation on financial and wealth management matters

Qualifications

• Possesses strong business development skills
• Has significant knowledge of fiduciary duties and trust administration
• Has a bachelor’s degree, preferably in finance, business administration, or hold an MBA in Trust and Wealth Management. CTFA designation is preferred.
• Possesses a working knowledge of financial services industry trends, directions, major issues, regulatory considerations, and trendsetters.
• Has demonstrated success working with teams.

Physical demands

• Ability to hear and communicate verbally
• Ability to see and read printed materials and computer monitors
• Manual dexterity to operate a keyboard
• Ability to sit for long periods

Work environment

• This position primarily works in a temperature controlled office environment.
• The noise level is low. Hearing protection is typically not required.

Work hours

• The work hours for this position vary.
• Overtime and weekend work may be required during busy periods.

Dress code

• Business casual attire appropriate for a business setting