Trust Officer jobs in Illinois
Recently Added Trust Officer jobs
Trust Officer
- First Mid Bank & Trust
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Champaign, IL
FULL_TIME
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Position: Trust Officer Location: Champaign, IL
Job Id: 3556 # of Openings: 1 Administers accounts where the Company acts in the capacity of personal representative of an estate, trustee under will or inter vivos trust agreement, as a court-appointed guardian of the estate, and as an agent under a custody, escrow, safekeeping, or investment management arrangement.Responsibilities include, but are not limited to:- Where the Company is personal representative of an estate, the assigned trust officer is responsible for the following duties:
- Cooperating with legal counsel as to probate the will within departmental policies and applicable state law
- Identifying, collecting, securing, and appraising all assets and preparing an inventory in a timely manner
- Handling assets such as real estate and closely held corporations that must be specially managed
- Maintaining contact with beneficiaries concerning their interest
- Cooperating with accountant to properly determine tax elections, file federal and state tax returns, and pay taxes in a timely manner
- Ensuring that all estate liabilities are identified, proven, and satisfied
- Ensuring that remaining assets are distributed property
- Where the Company acts as trustee, the assigned trust officer is responsible for the following duties:
- Administering trust in accordance with the will or trust agreement, Company policies, and state laws
- Trust income is collected and properly processed and distributed or reinvested
- Trust principal is properly managed, invested, and distributed
- All tax reports and returns are prepared and submitted in a timely manner
- Responsible for performing the statutory duties of a guardian of real and personal property in accordance with the directions of the court and concerned governmental agencies and within departmental procedures and policies
- Responsible for performing all duties specified in the terms of a custodial, escrow, safekeeping, or investment management agreement. Secures and invests customer's assets, collects and remits or reinvests income as directed
- Responsible for the administration and management of certain personal trusts
- Responsible for building customer satisfaction in the Company
- Cross-sell other Company services with officers in charge of retail deposits, retail lending, commercial lending, and cash management
- Participate as a member of various Trust committees as assigned
- Represent the Company and provide leadership in key community activities and committees
- Participate in professional associations; attend conventions, conferences, and seminars
- Build relationships with potential referral sources
- Complete required training associated with job function
- Build and maintain strong customer relationships
- Perform other duties as assigned
QualificationsEducation/Experience:- Bachelor's degree in Finance or Business Administration or the equivalent of five plus years of specialized training in trust services
Skills:- High level of analytical skills to conduct trust/investment account analysis and maintain account's progress in consideration of market trends, interest rates, economic conditions, and other factors
- High level of interpersonal skills to interact with customers and potential customers in a professional manner
- Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment
First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENTHP123
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Equal Opportunity Employer - Where the Company is personal representative of an estate, the assigned trust officer is responsible for the following duties:
- 6 Days Ago
Trust Officer
- First Mid
-
Champaign, IL
FULL_TIME
- Administers accounts where the Company acts in the capacity of personal representative of an estate, trustee under will or inter vivos trust agreement, as a court-appointed guardian of the estate, and...
- 6 Days Ago
Trust Officer
- Gpac
-
Montgomery, IL
FULL_TIME
- Trust OfficerA Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role where customers can span generations. This role can service private and co...
- 7 Days Ago
Trust Officer
- Gpac
-
Montgomery, IL
FULL_TIME
- Trust OfficerA Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role where customers can span generations. This role can service private and co...
- 7 Days Ago
Trust Services Officer
- U.S. Fiduciary Services, Inc.
-
Lisle, IL
FULL_TIME
- JOB/ROLE DESCRIPTION Title: QRP Trust Services Officer Reports to: SVP DESCRIPTION The Trust Services Officer (TSO) partners with the Client Service Officers (CSOs) by coordinating or completing the t...
- 1 Month Ago
Mortgage Loan Officer II
- First Mid Bank & Trust
-
Quincy, IL
FULL_TIME
- Position: Mortgage Loan Officer II Location: Quincy, IL Job Id: 3406 # of Openings: 1 Responsible for producing a high volume of good quality consumer, real estate and smaller commercial loans. Also r...
- 17 Days Ago
Trust Officer jobs at Popular Companies
Trust Officer
- Cetera Financial Group
-
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-
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-
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-
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Trust Officer
- San Pasqual Fiduciary Trust Company
-
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- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
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- Cumberland Trust
-
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- Trust Officer Cumberland Trust was founded on the idea of doing things differently in the trust world. This applies to h...
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Trust Officer
- Sepio Capital
-
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- Sepio Trust Company (STC), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced and...
- 4/21/2024 12:00:00 AM
Trust Officer
- Rockefeller Capital Management
-
New York, NY
- About Rockefeller Capital Management: Rockefeller Capital Management is a leading independent financial advisory firm pr...
- 4/21/2024 12:00:00 AM
About Illinois
Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP),
the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$78,313 to $111,532