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Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning. The Senior Trust Officer maintains a book of fiduciary and investment management accounts.
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The candidate is responsible for assisting the Trust and Investment Officers with the administration of fiduciary and investment accounts for the Bank’s Wealth Management Department.
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In depth product knowledge of fiduciary concepts and legal policies, and tax and investment issues related to trust administration. Experience with trust administration for high net worth or ultra-high net worth individuals preferred.
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Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk.
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This person will have a bachelors degree plus a minimum of five years of prior wealth management, trust administration, fiduciary investment management, business management, law/tax practice experience, fiduciary investment sales supervision or the equivalent.
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Serves as relationship manager and fiduciary advisor to provide trust administration of personal trust accounts including estates, trusts, guardianships, and agencies up to and including complex situations.
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Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. Responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
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Experience in fiduciary services (trust administration) business development and operations desired. Jointly accountable for ensuring consistent on-going trust administration processes amongst customer facing colleagues and Private Wealth Middle Office.
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Have significant knowledge of fiduciary duties and trust administration. Promote and sell trust services to new and existing customers; maintaining our current client relationships and developing new client relationships in the areas of investment management trust administration estate and retirement planning and retirement benefit plans.
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The Trust Officer will provide estate and financial planning advice to clients, develop and manage fiduciary relationships, and ensure compliance with regulatory requirements. The Trust Officer will be responsible for the day-to-day management and administration of personal and corporate trusts as well as investment management accounts.
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Experience with trust administration, administering fiduciary accounts. 3+ year(s) experience as a Trust & Estate Paralegal ; accounting backgrounds are encouraged especially if you have experience with tax forms: fiduciary, estate, gift, etc.
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The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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Performing principal review and overall management of onboarding of client fiduciary service accounts by Wealth Advisors, Trust Officers and Private Client/Trust Associates. Providing leadership and support to the Trust Associates involved in the Bank’s fiduciary services to ensure best practices are met.
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Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CCPW client experience. 7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment.
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Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews.
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