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Years of Experience
Date Last Verified
ProfileTrust Officer The candidate responsibilities will be properly administering and performing all duties on various types of trusts and managing relationships with beneficiaries and other clients of the Wealth Management and Trust Department. Position includes extensive client contact and requires in-depth knowledge of trust, tax, investment management and related areas including fiduciary accounting, investment portfolio theory, personal finance, real estate, and estate planning. The Trust Officer will be expected to work independently as well as in cooperation with members of the Wealth Management and Trust Department and other Bank staff. The officer will be expected to participate in business development which may include participation in professional and/or community organizations, cultivating and closing new business, and direct contact with qualified prospects. Will have the skills and personality type suitable to engage in networking with legal, accounting and insurance professionals throughout the Bay Area.
Qualification and Experience
The candidate should have Bachelor’s degree (BA) from four-year college or university. Law degree with experience in Estate Planning or CTFA certification from ABA is preferred. Should have 5-10 years proven trust administration experience. Proficiency in and practical work experience with Microsoft Office Suite (Word, Outlook and Excel) required. Should have substantial experience with trust administration. Solid understanding of investment management with particular emphasis on UPIA is required. Prior experience successfully cultivating and closing new business preferred. Must have strong analytical and communication (both verbal and written) skills.
Bank of Marin
504 Redwood Boulevard
Novato, CA 94947