Trust Officer

• Bachelor’s degree or equivalent.
• JD and/or Masters degree preferred
• 5+ years of relevant trust administration experience.
• Strong teammate who enjoys collaboration with internal partners
• CTFA, CFP, CFA, CES, or equivalent preferred
• Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels

• Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
• Accountable for servicing and retention of existing accounts.
• Supervise and monitor new account establishment and funding
• Work internal trust team, attorneys, and accountants to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.

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