Trust Officer

Position Purpose:

• Provide effective trust administration and investment advice to trust clients
• Proactively develop client relationships and new business throughout Denver/Boulder area

Education/Experience Requirements:

• Bachelor’s Degree, preferably in Finance or Business Administration
• 5+ years’ experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
• JD, CTFA or other trust certification preferred

Knowledge and Skill Requirements:

• Business development
• Intermediate/Advanced knowledge of trust, estate, and investing services and applicable laws
• Ability to maintain confidentiality of information
• Excellent verbal and written communication skills
• Ability to professionally interact with all persons
• Effectively work as a team member and independently as required
• Superior organizational skills, attention to detail, follow-through and accuracy
• Dependable, cooperative and adaptable

Skills, Responsibilities and Duties:

• Build and maintain highly respected and confidential relationships with clients and beneficiaries
• Maintain the highest level of client satisfaction with AMG and its services
• Build and maintain relationships with co-trustees, attorneys, community leaders, accountants, and others
• Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
• Help build and maintain awareness of AMG in the community
• Fully understand and help market the full array of AMG’s services
• Maintain up-to-date knowledge on matters related to trusts, estates, investments and related areas
• Review, understand, summarize and comply with trust legal documents
• Determine appropriate actions for accounts; proactively take and appropriately document such actions
• Ensure compliance with policies, procedures, governing documents and applicable regulations
• Oversee investments and cash in client accounts; Process distributions from client accounts
• Review accounts with clients on a periodic basis
• Determine that all tax returns are filed timely, including quarterly estimated payments
• Correspond with grantors, beneficiaries, co-trustees and others about accounts, as appropriate
• Prepare and process court accountings
• Effectively set and communicate priorities
• Regularly attend and actively participate in conference calls and staff meetings as requested
• Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail, effective judgment
• Adapt to changes and new responsibilities
• Operate standard office machines, including computer, printer, scanners, copy machines, fax machines, postage machine
• Other duties as assigned