Top 8 Trust officer Jobs in Greenville Nc

Trust Officer
Old North State Trust —Greenville, NC
- Overtime
- Mid-level
- Office
- Finance
Quick Apply
Security Officer
Securitas Security Services —Greenville, NC
- Full-time
- Hospitality
- No experience needed
- Food service experience
- Paid holidays
- Disability insurance
Loan Officer
AgCarolina Farm Credit —Greenville, NC
- Microsoft Outlook
- Mid-level
- Office
- Paid training
- Paid holidays
Traffic Control Officer
THE CAR PARK GROUP, LLC —Greenville, NC
- $17 an hour
- Full-time
- High school diploma or GED
- Communication skills
- Outdoor work
- Paid parental leave
- Paid holidays
Quick Apply
Traffic Control Officer 42706
THE CAR PARK —Greenville, NC
- $17 an hour
- Part-time
- High school diploma or GED
- Communication skills
- Outdoor work
- Paid parental leave
- Paid holidays
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Trust Officer

Old North State Trust -
Greenville, NC

Quick Apply

Job Details

Full-time

Qualifications

Business development management
Business development
Industry trends
Fiduciary duties
Industry knowledge of financial regulations
Business development within finance
Financial services

Full Job Description

If you would like to work for a growing company that has an affirming culture supported by its published core values, invests liberally in employee learning and development, has fun employee meetings, outings and employee recognition programs, supports local non-profits and community service activities, is a great group of people to interact with every day, and has competitive pay and outstanding benefits... Old North State Trust may be the right place for you.

Old North State Trust, a Greensboro, NC–based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of Trust Officer. This position may be based in any of the following locations:

Greensboro, NC
Mooresville, NC
Lexington, NC
Wilmington, NC
Greenville, NC

SUMMARY

The Trust Officer provides expertise and communication in trust and estate issues. This position

works as a liaison between trust clients and various related agencies or advisors. Specific tasks

include interpreting legal documents, reviewing client relationships, monitoring funds, reporting

to management, and completing various forms of paperwork.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be

assigned.

Responsible for administration, management and servicing of assigned fiduciary and
investment management accounts
Administers personal trusts, guardianships and other fiduciary accounts per terms of
governing document
Partners with external advisors regarding tax, legal and other fiduciary matters
Consults with attorneys regarding legal needs and interpretation of trust documents, wills
and other legally prepared materials
Promotes and sells trust services to new and existing customers; maintaining our current
client relationships and developing new client relationships in the areas of investment
management trust administration estate and retirement planning and retirement benefit
plans
Proactively delivers and provide oversight of all estate settlement processes make postmortem
elections and work closely with Operations Supervisor in the preparation of
estate tax returns, gift tax returns, fiduciary tax returns, and accountings for trusts and
estates
Provides consultation on financial and wealth management matters

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, skill, and/or

ability required. Reasonable accommodations may be made to enable individuals with

disabilities to perform the essential functions.

Possesses strong business development skills
Has significant knowledge of fiduciary duties and trust administration
Has a bachelor’s degree, preferably in finance, business administration or hold an MBA
in Trust and Wealth Management. CTFA designation is preferred.
Possesses a working knowledge of financial services industry trends, directions, major
issues, regulatory considerations and trendsetters.
Has demonstrated success working with teams.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an

employee to successfully perform the essential functions of this job. Reasonable

accommodations may be made to enable individuals with disabilities to perform the essential

functions.

Ability to hear and communicate verbally
Ability to see and read printed materials and computer monitors
Manual dexterity to operate a keyboard
Ability to sit for long periods

WORK ENVIRONMENT

This position primarily works in a temperature controlled office environment.
The noise level is low. Hearing protection is typically not required.

WORK HOURS

The work hours for this position vary.
Overtime and weekend work may be required during busy periods.

DRESS CODE

Business casual attire appropriate for a business setting

Quick Apply

Refine Your Search

trust officer jobs in greenville nc

Trust Officer

Security Officer

Loan Officer

Traffic Control Officer

Traffic Control Officer 42706

Relationship Manager – Private Wealth & Tax Solutions

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