Senior Trust Officer

Responsibilities Administer fiduciary accounts as directed by governing documents Tend to the daily needs and demands of trust and investment clients and beneficiaries Manage tax impacts of investment activities Prepare distribution requests Maintain and apply basic knowledge of income tax and wealth transfer tax systems Prepare for and participate in Trust Committee meetings Work tactfully and professionally with account owners, beneficiaries, and other clients Perform annual regulatory reviews Open and close accounts Prepare requests for investment transfers or trades Prepare and submit court accountings, as required Work directly with investment advisors to carry out investment objectives Attend client calls and meetings Interface with securities operations and investment personnel Coordinate bill payment Prepare system reports of financial information Assist with regulatory audits Calculate and collect management fees following approved fee schedules Requirements Superior verbal and written communication skills 10+ years of experience in the administration of personal trusts Minimum bachelor’s degree with JD and/or CTFA preferred Accuracy and transparency Proficiency with trust accounting principles Careful reading skills Strong attention to detail while maintaining timeliness and efficiency Adherence to policies, procedures, and regulations High degree of privacy and confidentiality Willingness to work in a team environment with a helpful attitude Certifications & Qualifications JD CTFA #J-18808-Ljbffr