Job Description
Job Posting: Trust Officer
About Us:
We are a growing boutique firm dedicated to providing trustee and fiduciary services, seeking a full-time Trust Officer with a robust background in trust and estate administration. Our Trust Officers act as relationship managers, offering support and guidance to clients in managing their trust and estate needs.
Ideal Candidate:
The ideal candidate will have outstanding communication and interpersonal skills, with over three years of experience as a trust officer. This position offers an excellent opportunity for career advancement with a competitive salary.
Qualifications & Skills of Trust Officer:
* Bachelor's Degree required (advanced degrees in law or related fields are desirable)
* 3+ years of experience in trust and estate administration
* Previous experience as a Trust Officer, Trust Relationship Manager, or similar role
* Deep understanding of fiduciary duties and trust services
* Experience handling complex trust issues for high-net-worth individuals
* Proficiency in Microsoft Office and Windows
* Excellent written and verbal communication skills
* Strong ability to manage multiple priorities and meet deadlines
* Background in Tax is preferred, but not mandatory
Key Responsibilities for Trust Officer:
* Manage all aspects of assigned trust relationships, from opening to closing
* Complete all required regulatory reporting for trust accounts
* Review legal documents, correspondence, and forms for compliance
* Identify and report compliance/risk matters and assist in risk management
* Act as a fiduciary to protect the interests of the trust company and clients
* Develop multi-generational relationships to retain trust-held assets
* Stay updated on emerging industry products, services, and regulations
Benefits for Trust Officer:
* Collaborative and supportive office environment
* Competitive salary with bonus opportunities
* No billable hours requirement
* Advancement track to Shareholder
* Health/medical benefits
* 401(k) savings plan
Application:
To apply, please send your resume in confidence to Tamara.washington@gogpac.com, or apply here.
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.
Job Tags
Full time,