Trust Estates Officer IV

Responsible for the administration and duciary management of complex trust relationships within client relationships. Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated prociency and sound judgment in exercising duciary discretion.

Primary Responsibilities:

Serve as the primary point of contact for the client on all trust-related matters and serve as duciary resource to Wealth Advisors and other internal partners.

Assess and manage risk, exercise duciary discretion and judgment, and adhere to policies and procedures related to account administrative activities.

Provide fiduciary expertise to wealth clients and assist in developing and implementing trust solutions to meet client needs. Anticipate and identify opportunities to create new relationships and expand existing relationships.

Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs.

Communicate regularly with the client team (Wealth Advisors, Portfolio Managers, Planners, Bankers) supporting the relationship to ensure the client team is aware of trust matters.

Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments and tax, correctness of beneciary information, and that fee agreements are in place; monitor terminations as necessary.

Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs. Communicate client needs and concerns to partners.

Support market efforts to develop new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning trust administration.

Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.

Support the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role model for less experienced staff.

Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices.

Education and Experience Required:

Bachelors' degree and a minimum of 14 years' experience administering duciary accounts or related legal/business experience in the nancial services industry including technical trust and planning experience.

Thorough knowledge of duciary business including decisioning experience in complex duciary matters

Experience attracting, expanding, and retaining client relationships including building a signicant level of trust with clients.

Strong verbal and written communication skills

Education and Experience Preferred:

Juris Doctor (JD) or Master's degree

CTFA (Certied Trust and Financial Advisor) certication