Attorney in Cincinnati, OH

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In-House

Cincinnati, OH

Attorney in Cincinnati, OH

Non-practicing Attorney

No

Job Title: WM Senior Trust Officer

Job Responsibilities:
The WM Senior Trust Officer is responsible for the administration, risk management, and servicing of assigned fiduciary and investment management accounts. This role may involve Relationship Management responsibilities as well as possessing product specialty knowledge and expertise in areas such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, and more. The officer will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. They are accountable for the servicing and retention of existing accounts and are required to administer accounts in a manner that ensures compliance with governing documents, state statutes, and company policies and procedures. Additionally, the officer is responsible for meeting all corporate and regulatory compliance standards.

Education and Experience Information:
- A Bachelor's degree or equivalent work experience is required.
- The candidate must have eight or more years of experience in Trust administration.
- A Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA, and/or Graduate of National Trust School Program.

Preferred Skills/Experience:
- Advanced knowledge of estate settlement, income, estate, and multi-generational taxation and trusts.
- Thorough knowledge of fiduciary law, tax implications, and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements.
- Basic project and information management skills.
- Ability to identify and resolve complex problems with minimal guidance.
- Ability to manage multiple tasks/projects and deadlines simultaneously.
- Excellent interpersonal, verbal, and communication skills.
- Well-developed customer service/relations skills.

Salary Information:
The salary range for the WM Senior Trust Officer position reflects figures based on the primary location. The actual range for the role may differ based on the location of the role. The pay range is $98, - $115,. In addition to salary, the company offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, all subject to eligibility requirements.

Benefits:
The company offers a range of benefits designed to help employees and their families boost health, protect financial security, and provide peace of mind. The benefits package includes healthcare (medical, dental, vision), basic term and optional term life insurance, short-term and long-term disability, pregnancy disability and parental leave, 401(k) and employer-funded retirement plan, paid vacation (from two to five weeks depending on salary grade and tenure), up to 11 paid holiday opportunities, adoption assistance, and Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.

Additional Information:
The company is an equal opportunity employer and considers all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, and other factors protected under applicable law.

The company participates in the . Department of Homeland Security E-Verify program in all facilities located in the United States and certain . territories. This program is an Internet-based employment eligibility verification system operated by the . Citizenship and Immigration Services.

The company will consider qualified applicants with arrest or conviction records for employment and conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. The company is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). Certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must comply with company policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. The posting may be closed earlier due to a high volume of applicants.

Jun 27, 2025
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