Job description:

We are seeking an experienced Trust Officer with exceptional knowledge
and strong leadership skills. This advanced-level role involves
overseeing account administration to ensure client satisfaction for
trust beneficiaries and referring financial advisors, aligning with our
trust business objectives.

Key Responsibilities:

- Establish operational objectives and work plans, delegating tasks to
subordinates.

- Develop, modify, and execute policies impacting client operations and
potentially the broader business unit.

- Analyze situations and data to align with organizational objectives.

- Participate in discovering new business opportunities, conducting
administrative reviews, and interacting with Financial Advisors.

- Implement strategic policies and evaluate methods to achieve results.

- Ensure adherence to budgets, schedules, work plans, and performance
requirements.

- Influence others in sensitive situations while maintaining
relationships.

- Perform account administration functions efficiently and compliantly,
including account opening/closing, monitoring investment objectives, fee
management, annual reviews, and tax preparation.

Qualifications:

Qualifications and Skills

Knowledge, Skills, and Abilities:

- Comprehensive knowledge of various fiduciary relationships.

- Strong interpersonal and effective communication skills.

- Excellent organizational skills with an aptitude for detail.

- Team-oriented with strong leadership capabilities.

- Ability to adapt easily to a changing work environment.

- CTFA (Certified Trust Financial Advisor) designation is a plus.

Education and Experience:

- Bachelors degree in business administration or a related discipline,
or an equivalent combination of education, training, and work
experience.

- 7-10 years of experience as a Trust Officer.

Why is This a Great Opportunity:

This is a National Trust Company with around 10 billion in AUM, serving high-net-worth clients. This position does have an established book of business and a support team to help you succeed.