Trust Officer

About the role

The Trust Officer will manage client trust accounts, grow existing portfolios, and develop new business opportunities while ensuring compliance with trust policies and regulations.

Key responsibilities

• Administer trust, guardianship, custodian, and IRA accounts, including daily transaction reviews and client distributions.
• Conduct client interviews, presentations, and regular investment reviews with the Investment Officer.
• Prepare financial profiles, analyze market data, and recommend investment or trust alternatives.
• Maintain accurate client documentation, oversee system coding, and ensure timely settlement of estates.
• Cross‑sell other bank products, respond to employee benefit inquiries, and cultivate referrals.

Required profile

• Bachelor’s degree in business, finance, or a related field.
• 8–12 years of relevant experience, including customer service or sales.
• Strong analytical, decision‑making, and communication abilities.
• Ability to work independently and as part of a team while managing workload efficiently.

Required skills

• Proficiency with Microsoft Office applications.
• Knowledge of trust account systems and related software.
• Ability to interpret legal documents and trust regulations.