Summary from listing
The Trust Officer administers personal trust, custody, estate, investment agency, and IRA accounts in accordance with governing documents, applicable laws, regulations, and fiduciary standards. The role involves maintaining client relationships, communicating account activity and market insights, coordinating with internal and external advisors, resolving client and administrative matters, and identifying compliance or regulatory concerns. Candidates should have a bachelor’s degree in business or a related field and 3–5 years of directly related personal trust experience or 6–8 years of experience, along with knowledge of estate planning, trust and probate law, taxes, and investments.
