Trust Planning Officer

Trust Planning Officer

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

Position Overview

The Trust Planning Officer plays a key role in supporting day-to-day operations of the department while ensuring full compliance with all State and Federal regulations, as well as requirements of our outside trust partner, Members Trust Company (MTC). This position serves as a subject matter expert (SME) in the Trust Planning department and is responsible for the delivery of our trust and estate planning services, including the Estate Planning Essentials Program and more complex estate planning situations.

Essential Responsibilities

• 40% Provide advanced support to Trust Representatives and members regarding estate planning strategies and our corporate fiduciary services
  • Help Trust Representatives within FAS Retail Delivery analyze a member's estate planning goals and determine next steps, including whether they are suitable for the Estate Planning Essentials Program.
  • Advise Trust Representatives within FAS Retail Delivery on more complex estate planning situations, including trust planning strategies and opportunities for MTC business development.
  • Answer phone calls and emails from members who contact Trust Services directly to discuss their estate planning goals and our corporate fiduciary services.
• 35% Estate Planning Essentials Program Management
  • Schedule Estate Planning Essentials Program appointments submitted by Trust Representatives, including cancelled and rescheduled appointments.
  • Process Flex Day Requests and coordinate with participating attorneys.
  • Coordinate logistical follow-up efforts between participating attorneys, Trust Representatives, and members.
  • Assist in the development of the program calendar.
• 15% Future Fiduciary Appointment Document Review, Retention and Research
  • Review legal documents, such as wills, trusts and powers of attorney, in which SECU Trust Services through MTC is named in a future fiduciary capacity, record details in future appointment database, provide copies to MTC, and store for retention.
  • Research future appointment situations in which members have recently passed away or become incapacitated and coordinate with Trust and Estate Administration.
  • Learn how to review legal documents, such as will, trusts, and powers of attorney, in which SECU Trust Services and MTC is named in a future fiduciary capacity, and identify potential areas of concern for further discussion with Trust Representatives, members, and drafting attorneys, as appropriate.
• 10% Administrative and Operational Support
  • Process daily, weekly, and monthly reports.
  • Identify member complaints and escalate to senior staff and leadership.
  • Assist in department's supervision of Trust Representatives, including initial licensure and subsequent adherence to SECU and MTC policies and procedures.
  • Provide administrative support for MTC current accounts as needed.
  • Assist with additional projects and tasks as assigned.

Required Education & Experience

• Bachelor's degree and 2 years of experience with the required Trust Services area OR an additional 5 years experience in lieu of a degree
• Accredited Trust and Fiduciary Advisor (ATFA) Certification
• Willingness to pursue CERTIFIED FINANCIAL PLANNER designation
• Excellent written and verbal communication skills
• Proficient in Microsoft Office product suite (Outlook, Word, Excel, Access, etc.)
• Demonstrated success in customer service environment
• Knowledge of estate planning strategies, fiduciary account administration, investments, estate and income tax matters, related financial services industry products, and fiduciary standards and duties.

Preferred Education & Experience

• CERTIFIED FINANCIAL PLANNER designation, Certified Trust and Fiduciary Advisor (CTFA) certification, or similar professional designation.
• Have 2+ years experience in financial services industry, specializing in estate planning and trust administration, direct SECU experience preferred.

Job Environment & Physical Requirements

• Office setting with physical proximity to other employees with hybrid remote opportunities available.
• Sitting for prolonged periods
• Driving for prolonged periods
• Carrying up to 20 lbs.
• Lift up to 20 lbs.
• Push/Pull up to 20 lbs.
• Telephone for prolonged periods
• Computer for prolonged periods

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.