Hook Law is an esteemed team of dedicated professionals committed to providing best-in-class legal, financial, tax, accounting, and fiduciary client services. Our clients are always our top priority, and we consistently strive to deliver exceptional service. From the moment clients engage with us, we aim to deliver a "WOW" experience.
We pride ourselves on being the best in our field, consistently outperforming our competition with five-star service. Our team drives efficiency through collaboration, embraces forward-thinking approaches, and is always eager to learn. We also strive for balance, working smarter to enjoy life more fully.
Job Title: Trust Officer
Essential Duties and Responsibilities
Trust Officers may perform a broad range of duties across trust and estate administration and fiduciary account management.
Client Matter Management
- Administers a portfolio of trust accounts, including revocable, irrevocable, charitable, and special needs trusts.
- Serves as the primary point of contact for clients, beneficiaries, attorneys, and financial advisors.
- Meets with clients, trustees, family members, and financial/tax advisors to discuss assigned cases or projects.
- Interprets and executes trust documents in accordance with legal and fiduciary standards.
- Coordinates with internal departments (legal, tax, investment) to ensure proper account management.
- Participates in client meetings and assists with onboarding new trust relationships.
- Identifies opportunities to enhance client satisfaction and expand services.
Trust Administration and Compliance
- Monitors account activity, distributions, and investment performance.
- Prepares correspondence, trust documents, inventories, annual accountings, deeds, spreadsheets, settlement agreements, and proposals for distributions.
- Ensures compliance with applicable laws, regulations, and company policies.
- Maintains files and compliance calendars for all trust accounts.
- Notifies beneficiaries of actions, distributions, or changes.
- Prepares and files necessary documentation for distributions and taxes.
- Calculates trustee fees, expenses, and beneficiary distributions.
- Maintains trust checkbooks and pays bills as required.
This job description reflects managements assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Education and/or Experience
- Bachelors degree, financial services/tax certifications or 5+ years of experience in these fields preferred
- Bachelors degree in Finance, Business, Law, or related field required.
- 37 years of experience in trust administration or fiduciary services required.
- Strong understanding of estate planning, probate, and fiduciary law.
- CTFA certification or progress toward certification is a plus
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Sales
Industries
- Law Practice
#J-18808-Ljbffr