Senior Trust Officer - Senior Fiduciary Specialist

• Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring 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 including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts
• Identify and recommend opportunities for process improvement and control development
• Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards
• Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals
• Actively train and mentor junior team members
• Participate in marketing and development initiatives, in conjunction with team leaders

4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education

• Demonstrated expertise in trust/estate terminations and transfers, including final distributions, trustee transitions, asset movement controls, and audit-ready documentation
• Strong HNW client orientation with excellent written and verbal communication skills
• ability to explain complex fiduciary matters clearly to beneficiaries, attorneys, and advisors
• Executive presence with experience presenting concise updates, risks, and recommendations to senior leadership and driving decisions/escalations to closure
• 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