Director of Senior Trust Officer

You will serve as the primary fiduciary contact for sophisticated trust relationships. You will administer assigned trusts, manage client relationships, recommend fiduciary actions, provide estate and tax expertise, and coordinate workflow with a Trust Administrator.

Responsibilities

• Serve as the primary fiduciary contact for assigned trust relationships
• Administer assigned trusts and manage client relationships
• Ensure account activity aligns with trust documents, applicable law, and internal procedures
• Recommend fiduciary actions related to trust administration
• Provide estate and tax expertise
• Coordinate workflow with the Trust Administrator
• Collaborate with investment advisors to meet trust beneficiaries’ financial needs

Requirements

• College degree or equivalent experience
• 12 or more years of financial services experience
• 5 to 8 or more years of trust administration experience
• Understanding of trust and estate law
• Knowledge of personal and trust taxation
• Knowledge of estate planning
• Relationship management skills
• CTFA preferred
• Advanced degree or designation preferred

Benefits

• Fully paid parental leave
• On-site health and wellness centers