Top 7 Senior trust officer Jobs in Dassel Mn

Senior Trust Officer
Security Bank & Trust —Glencoe, MN
- $125,000 - $160,000 a year
- Full-time
- CPA
- 5 years
- Office
Sr Director, Global Payroll
MoneyGram —United States
- $175,000 - $225,000 a year
- Full-time
- Remote
- Analysis skills
- Accounting
- Senior level
- Paid holidays
- Health insurance
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1d

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Senior Trust Officer

Security Bank & Trust -
Glencoe, MN

Apply Now

Job Details

Full-time
$125,000 - $160,000 a year

Qualifications

Estate administration
Bachelor's degree
Fiduciary duties

Full Job Description

Job Location: Glencoe

Position type: Full-time

Yearly Salary: $125,000 - $160,000

Security Bank & Trust Co. is seeking a highly experienced and motivated Senior Trust Officer to serve in our trust and estate administration services. This individual will play a crucial role in managing high-net-worth client relationships, ensuring compliance with trust laws, and driving business development initiatives. The ideal candidate will be a strategic thinker with deep expertise in fiduciary services and a strong track record of growing trust portfolios.

Responsibilities:

Trust & Estate Administration: Serve as a fiduciary expert, managing complex trust and estate administration matters with a high degree of professionalism and accuracy.
Client Relationship Management: Develop, maintain, and enhance relationships with high-net-worth individuals, families, and business owners to ensure client satisfaction and retention.
Compliance & Risk Management: Ensure all trust accounts comply with applicable federal and state laws, regulations, and bank policies. Manage risk effectively while providing exceptional client service.
Business Development & Sales: Identify and pursue new business opportunities by networking with estate planners, attorneys, CPAs, and other professionals. Develop and execute strategies to expand the bank’s trust services.
Investment Oversight & Coordination: Collaborate with internal and external investment professionals to align investment strategies with clients’ estate and financial plans.
Team Leadership & Mentorship: Support and mentor junior trust officers and staff, fostering a culture of collaboration, compliance, and excellence.

Education and Experience:

Education: Bachelor’s degree in Finance, Accounting, Banking, Business, or a related field. A JD, CPA, or CTFA (Certified Trust and Fiduciary Advisor) designation is a plus.
Experience: Minimum of 5+ years of experience in trust and estate administration, with a proven ability to manage complex trust structures and relationships.

Qualifications:

Technical Expertise: Strong knowledge of trust law, probate law, estate planning strategies, fiduciary principles, and tax implications for trusts and estates.
Sales & Business Development: Excellent ability to identify and cultivate new business opportunities while maintaining existing relationships.
Communication & Leadership: Exceptional interpersonal skills, with the ability to clearly communicate complex financial and legal concepts to clients and colleagues.
Technology Proficiency: Familiarity with trust accounting and wealth management software is preferred.

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senior trust officer jobs in dassel mn

Senior Trust Officer

Sr Director, Global Payroll

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