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Trust Officer

Trust Officer

GPACWatford City, ND, US
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This role is for a wealth management or trust professional to service trusts and investments.This is a relationship-based role, where customers can span generations. This role can service private an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

BankTalent HQGloucester, MA, United States
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The Trust & Financial Services Department seeks a motivated professional with excellent communication skills, plus a knowledge of, and interest in, the dynamics of personal finance, including wealt...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Trust Officer

Trust Officer

Nevada StaffingLas Vegas, NV, US
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This position supports City National Trust and Estates by administering estate and personal trust accounts including testamentary and intervivos trusts, charitable trusts, conservatorships, guardia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Trust Officer

Trust Officer

Bank of TampaTampa, FL, US
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The Trust Officer will be responsible for the administration of a diverse book of fiduciary accounts, including personal trusts, estates, investment management, and agency relationships.The Trust O...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Trust Officer

Trust Officer

Argent Financial GroupBeaumont, TX, US
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A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. This role involves overseeing the administratio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

Chilton TrustWilmington, DE, US
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Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L.CTC offers full-service, bespoke private wealth management services, including asset allocation a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

Peak Trust CompanyAnchorage, AK, US
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We are actively seeking a driven and professional Trust Officer to become a valuable member of our team.In this role, you will assume the crucial responsibility of delivering trust and administrati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

United BanksharesCharleston, WV, US
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The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network of clients as well as manage fiduciary accounts and relationships. These relationships may consist o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Trust Officer

Trust Officer

First National BankAmes, IA, US
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First National Bank is a local, full-service bank, serving the Ames, Ankeny, Osceola, and West Des Moines communities from eight convenient locations. We pride ourselves on moving forward our Missio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

Umpqua BankLas Vegas, NV, US
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At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and commun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

Executive Recruiting ConsultantsMinneapolis, MN, US
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One of the most well-respected and prestige locally-owned and operated banks in the tristate area is seeking to add a Trust Officer to their team. They are employee owned, have a history of promotin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

CountybankGreenville, SC, US
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Location : Greenville, South Carolina (on-site).Ready to make a meaningful impact in a dynamic, client-focused environment? We're seeking a detail-oriented and driven Trust Officer to join our c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

Northwest BankLock Haven, PA, United States
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The Trust Officer is responsible for performing a variety of duties including : account administration, growing and retaining current customer portfolios, developing new business, conducting custome...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

Anew RecruitingLos Gatos, CA, US
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Our client is an established and expanding wealth management firm with over $18B in assets, is seeking a Trust Officer, who will be responsible for fiduciary and client relationship management of i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

Midland States BankTarrytown, NY, United States
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At Midland, we’re proud to be a little different.You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting ev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Trust Officer

Trust Officer

MTC Holding CorporationLeawood, KS, US
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As a Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration, fiduciary re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

MRINetwork JobsCassville, NJ, US
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Sussex County, NJ | Onsite | $78,000–$82,000.Confidential search conducted by Highland Consulting Group.Make an Impact in a Growing Trust Department. Work in a collaborative, growing trust dep...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Trust Officer

Trust Officer

Torrington Savings BankWest Torrington, CT, US
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The Trust Officer plays a key role in the wealth management team by providing expert trust administration and estate planning services to high-net-worth individuals and families.This role involves ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Trust Officer

Trust Officer

BOK FinancialOverland Park, KS, US
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If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Trust Officer

Trust Officer

GPACWatford City, ND, US
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Trust Officer

This role is for a wealth management or trust professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications :

  • Bachelor's degree or equivalent.
  • JD and / or Masters degree preferred
  • 2+ years of relevant trust administration experience.
  • Strong team mate 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

Trust Officer Responsibilities :

  • Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisers, 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.
  • Actively participate in Trust Administrative Sub-Committee meetings. Perform administrative account reviews annually.
  • Accountable for servicing and retention of existing accounts.
  • Supervise and monitor new account establishment and funding
  • Work with advisers, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dis-positive 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 advisers, etc.
  • Coordinate preparation of trust tax returns and Agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
  • Lead and / or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.).

    • This opportunity includes an excellent compensation and benefits package. The role comes with an opportunity to step into a management / leadership position quickly! This organization prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.

    Contact your local North Dakota banking / finance recruiter, Joe Albert to learn more about this Trust Officer position and other finance opportunities throughout the state.

    Joe Albert

    Senior Search Consultant | pac

    To be considered, please apply with a resume. You can email me directly at joe.albert@gogpac.com

    All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.