The Agency
Trust Officer
The Agency - Granite Heights, Wisconsin, United States
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Base pay range
$125,000.00/yr - $140,000.00/yr Additional compensation types
Annual Bonus Direct message the job poster from The Agency Banking and Finance Recruitment Specialist at The Agency
Job Title:
Trust Officer Location:
Central Texas Area (Onsite) Relocation Assistance Provided About The Company: This is a well-established and growing community bank in Central Texas, committed to building strong, lasting relationships with it's clients. Their focus is on providing personalized financial services that foster growth and security for customers. As they continue to expand, they are looking for a seasoned and dedicated Trust Officer to manage an already established $200 million trust portfolio and contribute to the continued success of the wealth management division. Position Overview: As an Experienced Trust Officer, you will be responsible for managing a substantial trust portfolio, ensuring the needs of clients are met with exceptional service and expertise. You will play a key role in the growth of trust services, working closely with internal teams and clients to provide comprehensive solutions that align with their financial goals. This is an onsite position, and relocation assistance will be provided for the right candidate who is ready to join a community-focused team in Central Texas. Key Responsibilities: Manage a portfolio of trust accounts valued at $200 million, ensuring proper administration and adherence to fiduciary responsibilities. Build and maintain strong, long-term relationships with clients, their families, and legal advisors. Oversee trust account administration, ensuring compliance with legal, regulatory, and bank policies. Work closely with internal teams (investment, estate planning, tax, and legal) to provide integrated financial solutions for clients. Review and analyze trust documents, manage distributions, and ensure the proper management of assets. Provide guidance and direction to clients on trust services, estate planning, and wealth management strategies. Actively pursue new business opportunities and expand the trust portfolio by leveraging relationships and business development skills. Ensure timely and accurate reporting and documentation for both clients and regulatory requirements. Stay up to date with industry regulations, trends, and best practices to ensure the bank remains a trusted advisor in the wealth management space. Qualifications: A minimum of 5 years of experience in a Trust Officer role, managing a significant portfolio of trust accounts. Strong understanding of trust administration, estate planning, tax implications, and fiduciary responsibilities. Proven ability to manage complex trust relationships and provide tailored solutions for high-net-worth individuals and families. Exceptional interpersonal skills and the ability to build and maintain client relationships. Knowledge of regulatory requirements and industry best practices related to trust services. A strong network in the Central Texas area or the ability to build and cultivate new relationships within the community. Bachelor’s degree in finance, accounting, business, or a related field (professional certifications such as CTFA, CFP, CPA, or JD are preferred but not required). Excellent communication, organizational, and problem-solving skills. Ability to work independently and collaboratively in a fast-paced environment. Relocation assistance for qualified candidates Opportunity for growth and advancement within a community-focused bank If you are a highly experienced Trust Officer with a proven track record of managing large trust portfolios and are looking for an exciting opportunity to grow with a community-focused financial institution, we encourage you to apply! Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Business Development, Customer Service, and Consulting Industries Banking, Investment Banking, and Financial Services Referrals increase your chances of interviewing at The Agency by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Trust Officer jobs in
Texas, United States . Double: Remote Executive Assistant (Central US)
Double: Remote Executive Assistant (Central US)
Greater Houston $45.00-$50.00 22 hours ago Austin, TX $66,800.00-$142,800.00 6 days ago Mansfield, TX $41,944.00-$49,927.00 2 weeks ago Elementary Registrar/Attendance Specialist - PCN 197
Global Banking & Markets - GBM Private- Administrative Assistant - Dallas, Texas
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$125,000.00/yr - $140,000.00/yr Additional compensation types
Annual Bonus Direct message the job poster from The Agency Banking and Finance Recruitment Specialist at The Agency
Job Title:
Trust Officer Location:
Central Texas Area (Onsite) Relocation Assistance Provided About The Company: This is a well-established and growing community bank in Central Texas, committed to building strong, lasting relationships with it's clients. Their focus is on providing personalized financial services that foster growth and security for customers. As they continue to expand, they are looking for a seasoned and dedicated Trust Officer to manage an already established $200 million trust portfolio and contribute to the continued success of the wealth management division. Position Overview: As an Experienced Trust Officer, you will be responsible for managing a substantial trust portfolio, ensuring the needs of clients are met with exceptional service and expertise. You will play a key role in the growth of trust services, working closely with internal teams and clients to provide comprehensive solutions that align with their financial goals. This is an onsite position, and relocation assistance will be provided for the right candidate who is ready to join a community-focused team in Central Texas. Key Responsibilities: Manage a portfolio of trust accounts valued at $200 million, ensuring proper administration and adherence to fiduciary responsibilities. Build and maintain strong, long-term relationships with clients, their families, and legal advisors. Oversee trust account administration, ensuring compliance with legal, regulatory, and bank policies. Work closely with internal teams (investment, estate planning, tax, and legal) to provide integrated financial solutions for clients. Review and analyze trust documents, manage distributions, and ensure the proper management of assets. Provide guidance and direction to clients on trust services, estate planning, and wealth management strategies. Actively pursue new business opportunities and expand the trust portfolio by leveraging relationships and business development skills. Ensure timely and accurate reporting and documentation for both clients and regulatory requirements. Stay up to date with industry regulations, trends, and best practices to ensure the bank remains a trusted advisor in the wealth management space. Qualifications: A minimum of 5 years of experience in a Trust Officer role, managing a significant portfolio of trust accounts. Strong understanding of trust administration, estate planning, tax implications, and fiduciary responsibilities. Proven ability to manage complex trust relationships and provide tailored solutions for high-net-worth individuals and families. Exceptional interpersonal skills and the ability to build and maintain client relationships. Knowledge of regulatory requirements and industry best practices related to trust services. A strong network in the Central Texas area or the ability to build and cultivate new relationships within the community. Bachelor’s degree in finance, accounting, business, or a related field (professional certifications such as CTFA, CFP, CPA, or JD are preferred but not required). Excellent communication, organizational, and problem-solving skills. Ability to work independently and collaboratively in a fast-paced environment. Relocation assistance for qualified candidates Opportunity for growth and advancement within a community-focused bank If you are a highly experienced Trust Officer with a proven track record of managing large trust portfolios and are looking for an exciting opportunity to grow with a community-focused financial institution, we encourage you to apply! Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Business Development, Customer Service, and Consulting Industries Banking, Investment Banking, and Financial Services Referrals increase your chances of interviewing at The Agency by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Trust Officer jobs in
Texas, United States . Double: Remote Executive Assistant (Central US)
Double: Remote Executive Assistant (Central US)
Greater Houston $45.00-$50.00 22 hours ago Austin, TX $66,800.00-$142,800.00 6 days ago Mansfield, TX $41,944.00-$49,927.00 2 weeks ago Elementary Registrar/Attendance Specialist - PCN 197
Global Banking & Markets - GBM Private- Administrative Assistant - Dallas, Texas
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr