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Senior Trust Officer
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NPAworldwide Recruitment Network
 
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Job Location: Palm Beach, Florida - United States
JOB DESCRIPTION

Job #: 34959
Title: Senior Trust Officer
Job Location: Palm Beach, Florida - United States
Employment Type:
Salary: $115,000.00 - $195,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?

Senior Trust Officer

Our client is seeking a Senior Trust Officer. The Senior Trust Officer will be responsible for the administration and compliance of trusts while preserving superb communications with Wealth Advisors who refer clients trusts to the trust company. They also will partner closely with Wealth Advisors to develop, evaluate, and summarize estate plans for high net worth clients; and create presentation materials, as required, related to a variety of estate planning topics.

JOB DESCRIPTION

Accountabilities of the Senior Trust Officer role:

  • Partner with Business Development Officers to assist with client prospecting efforts.
  • Review and administer trusts in accordance with the document and governing statutes.
  • Stay current on applicable tax law changes and convey those changes to different user groups within the firm; create technical content to keep Wealth Advisors and clients up to date.
  • Process and manage fiduciary actions including discretionary distributions, document interpretation, tax preparation and compliance, and account maintenance.
  • Aid in the coordination of the client`s overall investment, financial, estate, and income tax planning to assist the Wealth Advisor in attaining specific trust wealth transfer and philanthropic goals for their clients.
  • Communicate successfully with clients and their Wealth Advisors on all trust and asset management goals.
  • Prepare new account openings and closings by evaluating the trust instrument and all required documents.
  • Educate, build relationships, and support Wealth Advisors, their clients and estate planning professionals.
QUALIFICATIONS

Minimum Requirements:

  • Bachelor`s degree in finance or business-related field; Juris Doctorate (JD) required.
  • Minimum 6 (six) years of trust administration experience with strong knowledge and demonstrated technical proficiency in administering irrevocable trusts.
  • Other Accreditations preferred: CPA, CFP, CTFA
  • In depth understanding of intricate estate planning strategies and experience assessing and providing summaries of estate plan documentation; including but not limited to; wills, trusts, powers of attorneys, health care directives.
  • Familiarity with the management of family limited partnerships and closely held businesses preferred.
  • Strong customer service orientation and superb relationship skills.
  • Excellent written and verbal communication skills.

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 

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