Job Summary:

The Trust Officer will provide clients with expert advice on trust and estate matters, creating and overseeing trusts under the terms of the governing trust documents.

Duties/Responsibilities:

• Assist clients with formation of new trust accounts, providing advice concerning types of trusts and arrangements that are best suited for the situation.
• Collaborates with client’s attorney to draft legal documents specifying trust and estate provisions, duration, and other matters.
• Collaborates with the banks investment analysts to choose appropriate investments based on long-term financial goals and the best interests of the beneficiaries; ensures that fiduciary judgment is followed in investment of the trust.
• Prepares and reports financial accounting for grantors, beneficiaries, executors, and/or courts as required by specific provisions of a trust agreement.
• Promotes the bank’s trust services to clients, community members, and business associates.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Thorough understanding of tax law, investments, financial planning, and financial ethics.
• Ability to maintain confidentiality.
• Ability to maintain tact, composure, and professionalism when situations become stressful.

Education and Experience:

• CTFA – Certified Trust and Financial Advisor or related certifications.
• Bachelor’s degree in Banking, Finance, Accounting, or related field required; Master’s degree strongly preferred.
• At least three years of experience with a bank, investment bank, law firm, or stock brokerage.