Senior Trust Officer

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This role   is responsible for   managing complex fiduciary relationships, including high-net-worth and specialty trust accounts,   in accordance with   governing documents, applicable laws, and organizational policies. The Senior Trust Officer serves as a primary relationship manager and fiduciary advisor, partnering with clients, financial advisors, and internal teams to deliver high-quality service, support business growth, and ensure   a consistent   client experience.     Please see below for specific responsibilities and requirements for this role.

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.   Fiduciary Account Administration:   Manages complex trust accounts, including high-net-worth and specialty relationships, ensuring alignment with governing documents, fiduciary standards, and regulatory requirements.   Client Relationship Management:   Serves as the primary contact for clients, beneficiaries, and advisors, building strong relationships and delivering   a high level   of service.   Risk and Compliance Management:   Ensures adherence to fiduciary, legal, and regulatory requirements, including completion of reviews, documentation of decisions, and   timely   resolution of exceptions.   Decision Making:   Exercises sound judgment in complex fiduciary matters, including discretionary decisions and risk assessment, ensuring alignment with governing documents, regulatory requirements, and organizational policies.   Collaboration and Partnership:   Works closely with internal partners and external advisors to implement investment strategies, resolve client issues, and deliver comprehensive fiduciary solutions.   Business Development Support:   Partners with financial advisors and centers of influence to support new business opportunities and deepen existing client relationships.   Client Experience and Retention:   Drives a consistent and high-quality client experience, proactively addressing client needs and contributing to retention and satisfaction.   Technical Expertise:   Maintains   strong knowledge of fiduciary principles, trust administration, and applicable legal and tax considerations.   Other Duties:   Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Bachelor’s   degree  or equivalent experience required .   8 -10+   years of experience in trust administration, fiduciary services, or related experience.

Qualified candidates will   possess   an   advanced degree   of   proficiency   (typically from   8 -10 +     years   of work or practical experience), in:     Fiduciary Expertise:   Strong knowledge of trust administration, governing documents, and fiduciary principles.   Client Relationship Management:   Ability to manage complex client relationships and deliver high-quality service.   Risk and Compliance Management:   Understanding of   regulatory requirements, fiduciary standards, and internal policies.   Communication:   Ability to clearly communicate complex fiduciary concepts to clients and partners.   Collaboration:   Effectively partners across internal teams and with external advisors.     Please refer to the “Skills for Success” section to learn how to stand out as an applicant.     SKILLS FOR SUCCESS:   Qualified candidates will   possess   an advanced degree of   proficiency   (typically from   8 -10 +     years   of work or practical experience), in:     Relationship Management:   Builds trust and credibility with clients and partners.