Upvote
Downvote
Sr. Trust Officer
Share Job
- Suggest Revision
$192,839.55 a year
Full-time
- Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships.
- Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships.
- Support market efforts to develop new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning trust administration.
- Serve as fiduciary resource to Wealth Advisors and other internal partners.
- An important component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc.
Active Job
Updated TodaySimilar Job
Relevance
Active