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The Trust Officer will be responsible for managing and administering trust accounts within the trust department First Option Bank. This role requires a deep understanding of fiduciary responsibilities, exceptional client relationship skills, and the ability to provide personalized service to a diverse client base including high-net-worth individuals, families, and institutions. The successful candidate will play a critical role in ensuring compliance, effective management of trust assets, and overall client satisfaction.
Key Responsibilities:
1. Trust Administration:
- Administer a portfolio of trust accounts, ensuring compliance with all legal and regulatory requirements.
- Oversee the management of trust accounts, ensuring that all terms and conditions are upheld as per client agreements.
- Coordinate with legal, tax, and accounting professionals to resolve complex trust issues as needed.
2. Client Relationship Management:
- Serve as the primary contact for trust department clients, fostering strong, long-term relationships and delivering outstanding client service.
- Conduct regular meetings with clients to review their accounts, discuss investment strategies, and adjust as necessary according to client goals and market conditions.
3. Investment Oversight:
- Collaborate with the portfolio management team to ensure that trust assets are invested in accordance with clients' objectives, risk tolerance, and applicable fiduciary standards.
- Monitor investment performance and make recommendations for adjustments based on client needs and market environment.
4. Compliance and Risk Management:
- Ensure all trust activities comply with federal and state regulations, bank policies, and fiduciary standards.
- Conduct regular audits of trust accounts and processes, addressing any compliance issues with timely corrective measures.
5. Team Leadership and Support:
- Participate in the training and development of team members on trust administration, compliance matters, and client relationship management.
6. Business Development:
- Identify opportunities for expanding trust services and acquiring new clients, participating in marketing initiatives and networking events.
- Develop and deliver presentations on trust services to potential clients and related professionals (e.g., attorneys, accountants).
7. Documentation and Reporting:
- Prepare comprehensive documentation for trust accounts, including trust agreements, financial statements, and performance reports for clients and management.
- Ensure timely and accurate reporting for trust clients, addressing any questions or concerns they may have regarding their accounts.
Qualifications:
-Required bachelors degree or equivalent work experience
- Minimum of 5 years of experience in trust administration or wealth management, with a proven track record of managing fiduciary accounts.
- In-depth knowledge of trust and estate planning, investment management, and relevant legal and regulatory requirements.
- Strong analytical and problem-solving skills, with the ability to deliver solutions tailored to client needs.
- Excellent interpersonal and communication skills, with a strong client service orientation.
- Demonstrated leadership abilities, with experience mentoring and developing team members.
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Finance and Administrative-
Industries
Banking and Financial Services
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Tuition assistance
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