Trust Officer

ABOUT THE ROLE:

This roleis responsible foradministering fiduciary accounts and serving as a relationship manager for client portfolios of moderate complexity. The Trust Officerprovideswealth management guidance on standard planning matters, ensures compliance with governing documents and regulatory requirements, and partners with internal and external stakeholders to delivera consistentclient experience while contributing to business growth.

Please see below for specific responsibilities and requirements for this role.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Fiduciary Account Administration:Manages fiduciary accountsin accordance withgoverning documents, applicable laws, and organizational policies, ensuring alignment with client needs and fiduciary standards.

• Account Oversight and Review:Reviews and interprets trust documents,monitorsaccount activity, and ensures accuracy and completeness of transactions and account records.

• Client Relationship Management:Serves as a primary point of contact for clients, beneficiaries, and advisors, responding to inquiries and supporting ongoing relationship needs.

• Risk and Compliance Management:Ensures adherence to fiduciary, legal, and regulatory requirements, including proper documentation, account reviews, and compliance with internal policies.

• Issue Resolution:Addresses client requests and account issues, including special distributions, fee inquiries, and account-related matters, escalating as needed.

• Account Lifecycle Management:Oversees account openings and closings, ensuring proper documentation, asset transfers, andaccurateclassification of income and principal, while coordinating tax reporting activities.

• Collaboration and Partnership:Works with internal teams, external advisors, and centers of influence to support client needs and deliver fiduciary services.

• Business Development Support:Contributes to new business development through referrals, participation with partners, and expansion of existing client relationships.

• Process Improvement:Participatesin initiatives to improve operational efficiency and enhance service delivery to clients.

• Other Duties:Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

MINIMUM REQUIREMENTS:

• Bachelor’sdegreerequired.

• 7years of experience in trust administration, fiduciary services, or related experience.

REQUIRED SKILLS:

Qualified candidates willpossessan intermediatedegreeofproficiency(typically from7yearsof work or practical experience), in:  

• Fiduciary Knowledge:Understanding oftrust administration principles, governing documents, and fiduciary responsibilities.

• Client Relationship Management:Ability to effectively manage client and advisor relationships.

• Risk and Compliance Awareness:Knowledge of regulatory requirements and internal policies.

• Attention to Detail:Ability tomonitoraccounts, review transactions, and ensuredocumentationaccuracy.

• Communication:Clear and professional interaction with clients, partners, and internal teams.

Please refer to the “Skills for Success” section to learn how to stand out as an applicant.

SKILLS FOR SUCCESS:

Qualified candidates willpossessanintermediatedegree ofproficiency(typically from7+yearsof work or practical experience), in:  

• Relationship Management:Builds trust and credibility with clients and partners.

• Problem Solving:Identifiesissues and develops practical, compliant solutions.

• Collaboration:Works effectively across teams and stakeholders.

• Adaptability:Navigates complex and evolving client and business needs.

• Continuous Learning:Demonstratesongoing commitment to fiduciary and professional development.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets — including you.