Trust Officer

Required Skills & Experience

3+ years of direct experience in trust administration, wealth management, private banking, or estate planning. Strong knowledge of trust law, estate and tax planning principles, investment management, and compliance regulations, paired with strong communication and sales capabilities. Strong communication

Nice to Have Skills & Experience

Trust school or Trust Certifications

Job Description

The Trust Manager oversees a portfolio of moderately complex to complex trusts, estate accounts, and wealth management relationships within a designated region. The role balances daily administrative and fiduciary oversight with proactive business development and client retention.

Core Duties & Responsibilities

• Portfolio & Trust Administration: Manage a portfolio of large and complex trusts, estate accounts, and fiduciary relationships by acting as trustee, executor, administrator, conservator, or agent.
• Client Consultation & Strategy: Meet with clients and prospects to evaluate financial objectives, assess risk tolerance, and recommend appropriate trust and investment strategies.
• Business Development & Growth: Contact prospects, market trust and wealth management services, and generate new business revenue to expand the bank's portfolio.
• Cross-Selling & Collaboration: Partner with private bankers, financial planners, and commercial or retail relationship managers to cross-sell life insurance, financial planning, and banking services.
• Reviews & Retention: Conduct annual client reviews, monitor changing financial goals, and execute retention strategies.
• Compliance & Risk Management: Monitor client profitability, oversee legal and regulatory compliance, and complete all required company and regulatory training on time.