Job Details

Senior Trust Officer

Company name

U.S. Trust

Organization Type

In-House

Job Type

Non-practicing Attorney

Date Last Verified

Aug 17,2018

Posted on

Jul 26,2018

Years of Experience

Min 5 yrs required

Location

Cincinnati, OH
Practice Area
Trusts and Estates >> Trusts and Estates
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Senior Trust Officer The candidate will partner with PCAs to drive business development / close new Trust business in prospecting activities. Will proactively 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 advice. Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.). Proactively identify and resolve client issues. Engage in high level trust administration; oversee all administration activities. Document interpretation. Oversee risk management activities. Identify at risk clients; proactively resolve issues / meet with at-risk clients. Must have technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning. Must be fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification). Should have 5+ years of trust administration and estate planning experience.

Additional info

Job number: 18044669

Company info

Hiring Coordinator
U.S. Trust
114 West 47th Street
7th Floor
New York City, NY 10036

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