Trust Officer

Trust Officer

A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications:

• Bachelor’s degree or equivalent
• JD and/or Masters degree
• 5-7 years of relevant trust administration experience
• Strong teammate who enjoys collaboration with internal partners
• CTFA, CFP, CFA, CES, or equivalent
• Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels

Trust Officer Responsibilities:

• Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching leg...

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