ob Title: Senior Trust Officer

Location: Remote

Employment Type: Full-Time

About the Company:

Our client, a renowned financial institution, is seeking an experienced and highly skilled Senior Trust Officer to join their team. This role is designed for an individual with deep expertise in managing personal and institutional trusts and a proven ability to work with high-net-worth individuals. If you are passionate about providing exceptional fiduciary services and have a strong understanding of trust administration, this opportunity is for you.

Key Responsibilities:

• Manage and administer a diverse portfolio of personal and institutional trusts, ensuring compliance with relevant laws and regulations.
• Provide expert guidance and support to clients, offering tailored trust solutions to meet their financial and estate planning goals.
• Develop and maintain strong relationships with high-net-worth clients, serving as a trusted advisor on complex fiduciary matters.
• Oversee the preparation and review of trust documentation, ensuring accuracy and timely execution.
• Utilize trust accounting systems to manage client portfolios and maintain up-to-date financial records.
• Collaborate with internal and external partners to resolve complex trust issues and provide strategic recommendations.
• Monitor and ensure the proper management and investment of trust assets.
• Maintain a high level of confidentiality and professionalism in all client interactions.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field; equivalent work experience will also be considered.
• 10+ years of experience in institutional and personal trust administration.
• Certified Trust and Fiduciary Advisor (CTFA) designation preferred.
• Strong proficiency in MS Word, Excel, and Trust Accounting Systems.
• Exceptional written and verbal communication skills.
• Proven ability to work comfortably with high-net-worth individuals and manage complex client relationships.
• Excellent organizational and problem-solving skills, with attention to detail.
• Ability to exercise sound judgment and resolve complex fiduciary issues.

Why Join Us?

• Opportunity to work with a leading financial institution committed to delivering superior trust services.
• Collaborate with a talented team of professionals in a dynamic and growth-oriented environment.
• Competitive salary and benefits package.
• Flexible remote working arrangement.

Skills

Ms excel

Communication

Trust Sales