Job Details
Position Summary:
The Senior Trust Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients.
Duties & Responsibilities
- Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues and meet their needs.
- Strong knowledge of a variety of account types including Individual/Joint, UTMA, IRA, Trust, Corporate and Partnerships
- Work with the FIS Trust System to provide administrative services such as, generate customized reports, review account activity and supervise cash movement
- Participate in client meetings
- Ability to read and interpret trust instruments to verify rules of the documents as well as identify trustees, authorized individuals to determine the scope of their authority
- Oversee and monitor transactions pertaining to outgoing and incoming cash movements
- Understand and engage in a high level of trust administration
- Keep abreast of tax laws, regulations, trends, and other issues that may affect administrative client service dynamics.
- Maintain compliance with departmental policies and procedures to ensure superior client service and respectable audits and examinations.
- Act as a liaison between commercial bank personnel by establishing interpersonal relationships and providing accurate and efficient services.
- Responsible for maintaining good working relationships with clients, attorneys, accountants, and other related professions to assure quality administration and to enhance new business opportunities.
- Represents the Trust Company in civic, government, community, banking and professional groups and associations to develop contacts and new business, and to promote the Trust Company s positive image.
Selection Criteria
- 10+ years experience in Institutional and Personal Trust.
- Certified Trust and Fiduciary Advisor (CTFA) designation preferred.
- Strong written and oral skills
- Proficiency and experience using MS Word, Excel, and Trust Accounting System.
- Demonstrates ability to deal with complex situations, which require sound judgment.
- Highly effective communication skills: ability to interact comfortably with high-net-worth individuals.
- Bachelor s degree in business or related field or commensurate work-related experience.
- Problem solving skills.
- Good organizational skills, with the ability to maintain legal documents.
- Ability to follow through on projects in a timely manner.
Equal Opportunity Employer/Veterans/Disabled