Trust Officer
Department: Argent Trust
Supervisor: Market President
General Job Description
A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. This role involves overseeing the administration and business development of complex investment management and trust accounts. The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong leadership capabilities and a commitment to upholding the highest standards of fiduciary duty.
Essential Duties
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Develop and maintain relationships with clients, beneficiaries, and other interested parties, understanding their needs, goals, and governing documents.
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Provide wealth planning advice and ensure trust product awareness and education for clients, and centers of influence.
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Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
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Drive business development, client retention, and service delivery to individuals, families, trusts, and foundations.
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Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
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Attend client meetings, document issues discussed, and coordinate follow-up actions.
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Oversee the preparation of client meeting reports and materials.
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Document client information and communications in client file.
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Ensure proper account opening and closing procedures and review related documents.
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Oversee account transactions and reporting, ensuring accuracy and compliance.
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Manage risk and ensure compliance with all relevant company policies, procedures, and regulations.
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Maintain understanding of governing instruments including trust agreements, wills, modification documents, etc. as applicable to client base.
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Coordinate with fiduciary counsel to ensure administration aligns with governing documents.
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Prepare Annual Relationship Reviews and ensure all accounts comply with regulatory requirements.
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Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants
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Stay updated on developments in probate and fiduciary law, actively pursuing professional development opportunities.
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Represent the company in community organizations and activities to build brand awareness.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.
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10+ years’ experience in financial services, investments, tax or trust and estate legal field
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Subject matter expert in Estate Planning, Supplemental Needs Trusts, Charitable Planning and/or Estate Administration.
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Expertise in the areas of financial planning and estate planning techniques.
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Knowledge of investment products.
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Excellent writing and presentation skills.
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Demonstrated success working in team environment.
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Ability to organize, complete multiple tasks within deadlines and complete accuracy.
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Sales oriented, friendly and persuasive personality.
