Administering an assigned portfolio of trust accounts, the full-time Trust Officer will provide personalized service to clients and financial advisors while ensuring compliance with fiduciary standards and regulations in a remote work environment. Key responsibilities Develop and maintain professional relationships with clients, beneficiaries, and financial advisors to enhance service experience Administer trust accounts in accordance with governing documents and applicable laws, ensuring accuracy in distributions and account activity Collaborate with various teams to facilitate seamless onboarding of new trust accounts and support new business opportunities Required qualifications Bachelor's degree 3-6 years of relevant experience in trust administration, estate administration, or a related fiduciary role Demonstrated understanding of fiduciary account administration and applicable trust operations Ability to independently manage routine trust relationships while seeking guidance on complex matters Familiarity with trust accounting and reporting systems
Trust Officer in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.