The Trust Officer is responsible for the daily administration of trust accounts ensuring that assets are invested and distributed according to the trust and applicable laws.
Key Responsibilities
-
Responsible for lifecycle account administration from account opening through termination and closing. Including communication with beneficiaries and professional partners.
-
Evaluate trust account requests, responding within parameters defined in trust documents
-
Prepare discretionary disbursement requests and matters for administrative review and approval.
-
Facilitates payment of expenses, liabilities, and disbursement of funds as needed by the beneficiaries and conditions of the trust.
-
Prepares reports and financial accountings for grantor, beneficiaries, executors, and/or courts as required by specific provisions of a trust agreement.
-
Prepares, files, and pays, or oversees preparation and payment of applicable state and federal taxes for the trust.
-
Promotes the banks trust services to clients, community members, and business associates.
-
Account Acceptance Review and presentation to Committee.
-
Member of the Trust Administration Committee.
All First Hope Associates
-
Participate in community events to promote and enhance the banks’ presence and image in the community.
Knowledge
-
Interact with a variety of departments, both front line sales and back-office operations support, daily conducting business with tact, patience, diplomacy, and confidentiality.
-
Deliver excellent customer service that meets the bank’s standards to internal and external customers.
-
Adhere to established guidelines and procedures related to all job functions to include Privacy.
Skills
-
Excellent organizational, math, and sales skills.
-
Effective written and verbal communication skills.
-
Apply common sense understanding to carry out instructions, make decisions and solve problems.
-
Excellent computer skills in Microsoft Windows environment and all job-related software programs.
-
Detail oriented with a high degree of accuracy while meeting deadlines.
Education and Experience
-
College degree or equivalent business experience
-
5 years’ experience with a bank trust department or a law firm specializing in Trust and Estate work.
Working Conditions
-
Professional office environment with moderate sound.
-
Ability to travel to branches, off-site training, and/or meetings as needed.
Our Benefits
We believe our associates are our greatest asset and are proud to offer a compensation and benefits package designed to support your health, financial security, and work-life balance. Our offerings include a range of medical, dental, and vision plans, paid time off and sick leave, retirement savings plan with employer match and resources to support your well-being. Associates have the potential to benefit from a stock ownership program and annual bonus based on both individual and bank performance.
EOE (v/d)
