Senior Trust Officer

Position Purpose: Responsible for performing client service and administration for an assigned group of trust and investment management clients in a fast-paced corporate fiduciary environment as part of a successful and growing wealth management team. This is a professional role that includes contribution to growth, profitability, operational efficiency, and best-in-class fiduciary service.

What you’ll do:

• Administer fiduciary accounts as directed by governing documents

• Tend to the daily needs and demands of trust and investment clients and beneficiaries.

• Manage tax impacts of investment activities.

• Prepare distribution requests

• Maintain and apply basic knowledge of income tax and wealth transfer tax systems

• Prepare for and participate in Trust Committee meetings

• Work tactfully and professionally with account owners, beneficiaries, and other clients

• Perform annual regulatory reviews

• Open and close accounts

• Prepare requests for investment transfers or trades

• Prepare and submit court accountings, as required

• Work directly with investment advisors to carry out investment objectives

• Attend client calls and meetings

• Interface with securities operations and investment personnel

• Coordinate bill payment

• Prepare system reports of financial information;

• Assist with regulatory audits

• Calculate and collect management fees following approved fee schedules