Trust Officer - 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

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

• Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
• Ability to manage a book of fiduciary accounts, including trusts, estates, investment agency, and custodial accounts
• Experience interpreting trust agreements and legal documentation
• 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

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement