Senior Trust Officer
A company is looking for a Senior Trust Officer responsible for the administration and servicing of fiduciary and investment management accounts. Key Responsibilities Administer and manage assigned fiduciary and investment management accounts while ensuring compliance with governing documents and regulations Provide relationship management and product expertise for various account types, including IRAs and charitable accounts Accountable for the servicing and retention of existing accounts, working as part of a team of experts Required Qualifications Bachelor's degree or equivalent work experience Eight or more years of experience in Trust administration Professional designation required (e.g., CTFA, CFP, JD, CPA) Advanced knowledge of estate settlement, taxation, and fiduciary law Thorough understanding of regulatory compliance requirements in multiple jurisdictions
A company is looking for a Senior Trust Officer responsible for the administration and servicing of fiduciary and investment management accounts.
Key Responsibilities
Administer and manage assigned fiduciary and investment management accounts while ensuring compliance with governing documents and regulations
Provide relationship management and product expertise for various account types, including IRAs and charitable accounts
Accountable for the servicing and retention of existing accounts, working as part of a team of experts
Required Qualifications
Bachelor's degree or equivalent work experience
Eight or more years of experience in Trust administration
Professional designation required (e.g., CTFA, CFP, JD, CPA)
Advanced knowledge of estate settlement, taxation, and fiduciary law
Thorough understanding of regulatory compliance requirements in multiple jurisdictions
