Trust Officer - Fiduciary Specialist

• Facilitate review and approval of trust distributions
• initiate, review, and approve directed trades on non-managed custodial accounts
• work with key stakeholders on the set up and maintenance to ensure compensation for trust relationships
• work with key stakeholders to ensure the set-up of online access and ensure that client distributions are managed in accordance with sound fiduciary principles and applicable law.
• Engage stakeholders, 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, money movement approvals, pledge coding and maintenance, and account maintenance.
• Identify and recommend opportunities for process improvement and control development.
• 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, education

• Bachelor’s degree preferred
• Experience wealth or trust administration
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
• Experience with money movement, client directed trades, and account maintenance.
• 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