Senior Trust Officer
MRINetwork
Trust Officer
Excellent opportunity for a Trust Officer in the Peninsula with a very successful regional financial institution.
Responsibilities:
- Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy.
- Perform annual oversight of trust tax reporting.
- Assist with the development of business in the market you serve.
- Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources.
- Manage estate settlements including direct contact with beneficiaries; collection and inventory of assets and personal belongings; arrangement of tax, legal and other professional services.
Requirements:
- Minimum of 5 years related experience in trust administration, estate planning and/or finance.
Vacancy posted 3 days ago
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