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Trust Officer The candidate will engage in high level trust administration; oversee all administration activities. Will identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning suggestions and ideas. Engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.). Identify and resolve client issues. Work with other specialists, read and interpret governing documents and agreements. Oversee risk management activities. Proven ability to partner effectively both internally and externally. Fiduciary professional with CTFA, CFP, AEP, JD degree, or CPA is needed. Should have 3+ years of trust administration and/or estate planning experience. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning is needed. Good people/partner communication skills / team player is advantageous. Knowledge of policies, procedures, regulatory requirements in wealth management is advantageous.
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