Associate Trust Officer
job description

Job Title: Associate Trust Officer

Are you an attentive professional with an understanding of the financial industry and a passion for customer service? If your answer is yes, we have an exciting opportunity for you. Our dynamic financial services firm is actively seeking an Associate Trust Officer to join our team.

Role Overview:

In the prestigious role of Associate Trust Officer, you will be tasked with managing the intricate needs of our high net worth clients. Your day-to-day will comprise of detailed administration of trust and estate accounts, ensuring consistent adherence to company policies, rules, and regulations.

Your ability to build and maintain positive relationships, offering your advice on a magnitude of trust, fiduciary and investment-related matters will be key in this role.

Responsibilities:

- Administration of trust and estate accounts according to the terms of the agreement.
- Consistent liaison with clients, beneficiaries, and advisors, ensuring a high standard of customer service.
- Adherence to audit requirements and internal controls.
- Regular assessment of client portfolios, offering consultative advice when necessary.
- Demonstrated understanding of relevant estate and trust tax laws.

Requirements:

- Bachelor's degree in a related field. An advanced degree or financial certification (e.g. CFP, CPA, CTFA) is highly desirable.
- Minimum of 3-5 years experience in trust administration, estate planning, or wealth management.
- Solid understanding of estate and trust laws.
- Strong customer service skills.
- Excellent interpersonal and verbal/written communication skills.
- Ability to prioritize and manage multiple tasks concurrently.

Our firm offers an enriching work environment that encourages growth and professional development, along with competitive compensation and benefits. We believe in recognizing and rewarding our staff for their commitment and dedication to our success.

If you are a meticulous, customer-oriented professional with a deep understanding of trust administration and estate planning, we would love to hear from you. Don't let this opportunity pass you by - apply now to join our esteemed team as an Associate Trust Officer.

Keywords: Associate Trust Officer, trust administration, estate and trust laws, client portfolio assessment, financial services, high net worth clients, wealth management, customer service, fiduciary matters, estate planning.