Senior Trust Officer - Senior Fiduciary Specialist

• Administer a book of fiduciary relationships within a team-based environment
• Analyze trust and estate documents
• Implement client estate plans
• Ensure client accounts are managed in accordance with sound fiduciary principles and applicable law
• Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework
• Build and maintain a strong knowledge of internal policies and procedures
• Identify and recommend opportunities for process improvement and control development
• Serve as a subject-matter expert on fiduciary administration
• Act as a thought leader and culture carrier for the firm
• Actively train and mentor junior team members
• Participate in marketing and development initiatives

• 4+ years of Fiduciary Products experience or equivalent demonstrated through work experience, training, military experience and education
• Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
• Proven track record managing high net worth client relationships and portfolios
• Experience with complex trust structures
• J.D. and/or CTFA preferred
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• Demonstrate a high level of organizational skills, including time and priority management
• Collaborate effectively with relationship team members, client's advisors and other colleagues
• Solutions-oriented and able to operate within a diverse, fast-paced environment
• Strong conflict resolution skills
• Strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients

J.D. and/or CTFA preferred