Bridges Trust
About Bridges Trust
Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.
Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.
About the role
The Trust Officer provides expert trust, tax estate planning and wealth management services for clients with significant assets and sophisticated financial needs, seeking to optimize the intergenerational transfer of wealth.
What you'll do
Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.
Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.
About the role
The Trust Officer provides expert trust, tax estate planning and wealth management services for clients with significant assets and sophisticated financial needs, seeking to optimize the intergenerational transfer of wealth.
What you'll do
- Provide trust, tax, estate planning and wealth management counsel and advice in working with clients, beneficiaries, attorneys, and CPAs to administer client accounts.
- Administer accounts for an affluent and ultra high net worth client base where Bridges Trust is acting as trustee, executor, or agent, in a manner that ensures compliance with applicable fiduciary requirements and business policies and procedures.
- Prepare or Review and Approve legal and tax documents and filings.
- Identify required discretionary decisions and utilize best judgement and legal/regulatory requirements when exercising discretion.
- Collaborate with Relationship Managers in supporting Beneficiary Education and Communication, participate in internal and client meetings.
- Develop and maintain relationships with centers of influence.
- Oversee fiduciary decision making for administrative matters, including discretionary distributions, account maintenance and account opening/closing.
- Participate in committees, boards and/or Division of Banking reporting; and/or nonstandard asset administration.
- Bachelor's degree in a business-related field.
- Minimum of three years' trust experience or equivalent education.
- Preferred education to include graduate degree(s) in law and/or business.
- Preferred professional certification(s) such as CPA, CTFA, CFP, CAP, etc.
- Expert written and verbal communications skills.
- Advanced problem solving analytical, time management and organizational skills.
- Preferred experience to include FIS TrustDesk and APX.