Trust Officer jobs in the United States

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Trust Officer
  • Trident Trust
  • Sioux Falls, SD FULL_TIME
  • Trident Trust is a global corporate, fiduciary, and fund services provider, spanning 25 countries and over 1,000 staff. Our Trident Trust Sioux Falls, South Dakota office is currently seeking to hire a Trust Officer. The Trust Officer will report directly to the Director(s) of Trust and Fiduciary Service. In their absence, the General Manager, or other senior manager within the office, will provide management, instruction and guidance. 

     

    The Trust Officer will assist with the training and oversight of a small team of Trust Administrator(s) and/or Trust Administrative Assistant(s), as assigned to their team. Trust Officers are responsible for knowing and following all company policies and procedures and to use that information for participation in department meetings.

    This role will have no direct reports.

     

    Role & Responsibilities:

    • Review, complete, and present discretionary requests to Trust Administration Committee.
    • Review, complete and approve daily transactions and follow-up to ensure accurate processing and escalate any issues to compliance/management.
    • Ensure outside Tax preparation procedures are followed and completed.
    • Participate in conversations with Internal Auditors, SD Division of Banking, and other regulators, and examiners along with the preparation and review of any deliverables.
    • Administer a portfolio of key clients including some complex structures.
    • Administer a variety of asset classes held within entities.
    • Ensure all projects are completed in a timely fashion.
    • Ensure account files are kept up to date.
    • Review and complete annual administration reviews, risk reviews, investment reviews and other reviews as deemed necessary.
    • Review and complete account closing/termination package.
    • Review and complete forms for additions/revocations of assets.
    • Responsible for all aspects of Trust administration and ongoing relationship management.
    • Assist with new business development and prepare required new account paperwork.

     

    Minimum Qualifications:

    • Associate degree in business, legal, finance, accounting, or another relevant field. 
    • 3-5 years working in trust administration/management or combination of education and experience.
    • Proficient in Microsoft Office Suite, Adobe, cloud-based software, and willingness to learn new programs.

     

    Preferred Qualifications:

    • Bachelor’s or master’s degree in business, legal, finance, accounting, or another relevant field. Juris Doctorate is ideal.
    • Bilingual a plus (Mandarin, Spanish, or Portuguese).
    • Experience with state and federal compliance laws and practices as related to trust accounts i.e., BSA/AML.
    • Strong, professional, verbal, and written communication skills.
    • Excellent organizational and time management skills with an innate attention to detail.
    • Flexible and comfortable dealing with variable workload, frequently dealing with several ongoing matters, at the same time.
    • Read, analyze, and interpret general business periodicals, professional journals, and technical procedures.
    • A sound understanding of various asset classes.
    • Ability to be self-directed and delegate, as appropriate.

     

    In addition to the above essential duties and responsibilities, this role includes other duties as assigned. This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties This job description does not constitute a written or implied contract of employment.

     

    Compensation:

    An attractive compensation package is available and will be based upon the successful candidate’s relevant experience and overall suitability for the position.

     

    EQUAL EMPLOYMENT OPPORTUNITY 

    Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.  

  • 18 Days Ago

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Trust officer
  • Peak Trust Company
  • Anchorage, AK FULL_TIME
  • Associate Trust Officer Location : Anchorage, Alaska Reports to : Fiduciary Team Manager Employment Type : Full-time, in office Overview : Join our team as an Associate Trust Officer and take your car...
  • 19 Days Ago

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Trust Officer
  • Cedar Rapids Bank & Trust
  • Rapids, IA FULL_TIME
  • Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. C...
  • 9 Days Ago

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Trust Officer
  • First State Bank & Trust
  • Williston, ND FULL_TIME
  • Essential Duties and Responsibilities: Assure proper handling of accounts assigned, monitor investments, portfolio management for clients. Monitor receipts of income, approve expenses and distribution...
  • 10 Days Ago

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Trust Officer
  • Orange Bank & Trust Company
  • Goshen, NY FULL_TIME
  • Title: Trust Officer Department: Trust Services DivisionFLSA Status: ExemptReports to: Department Manager or Trust Services Director General Summary: Trust Officer is an experienced professional who i...
  • 15 Days Ago

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Trust Officer
  • National Trust Company
  • New York, NY FULL_TIME
  • At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What...
  • 15 Days Ago

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Senior Trust Officer - Client Services
  • Chevy Chase Trust
  • Bethesda, MD
  • Position Summary: The Senior Trust Officer is responsible for all administrative tasks related to the client relationshi...
  • 3/29/2024 12:00:00 AM

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Trust Officer, Client Onboarding Associate
  • Chevy Chase Trust
  • Bethesda, MD
  • Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advi...
  • 3/28/2024 12:00:00 AM

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Senior Consultant, Public Affairs - Energy
  • FTI Consulting, Inc.
  • Washington, DC
  • Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting e...
  • 3/28/2024 12:00:00 AM

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Financial Advisor, Insurance Agents, Relationship Manager
  • Pop-Up Talent
  • Washington, DC
  • Job Description Job Description Relationship Manager Remote in Washington, DC Washington, DC corridor Amazing remote Fin...
  • 3/28/2024 12:00:00 AM

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VCIO/Client Strategy Advisor
  • DP Solutions
  • Columbia, MD
  • Job Description Job Description CLIENT STRATEGY ADVISOR Are you an experienced technical account manager or consultant w...
  • 3/27/2024 12:00:00 AM

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Senior Tax Manager
  • Fiducial
  • Columbia, MD
  • Job Description Job Description Senior Tax Manager Company Overview Founded in France in 1970, Fiducial is a major provi...
  • 3/26/2024 12:00:00 AM

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Trust Officer
  • Bank of Clarke
  • Winchester, VA
  • Position Purpose Responsible for performing client service and administration for an assigned group of trust and investm...
  • 3/25/2024 12:00:00 AM

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Account Executive - Commercial
  • BizFlow Corp.
  • Falls Church, VA
  • Account Executive - Commercial Reports To: VP, Growth and Solution Architecture Department: Corporate Division: Commerci...
  • 3/25/2024 12:00:00 AM

Income Estimation for Trust Officer jobs
$76,379 to $108,763