Senior Trust Officer

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Senior Trust Officer
The candidate coordinates and reviews trust agreements for personal and corporate trust accounts. In this role, will closely interaction with clients, accountants, attorneys and other intermediaries, as a primary point of contact for your book of business. In addition, you will be responsible for business development, bringing in new clients from referrals and developing a network of intermediaries. Coordinate and administer trust accounts for various clients. Maintain complete records, including supporting documentation for discretionary distribution and payments. Review document drafts (trusts, wills, releases, accountings) prepared by external counsel prior to execution. Prepare annual administrative reviews. Respond to internal and external requests for information. Serve as a point of contact for book of business, speaking directly with clients, accountants, attorneys and other intermediaries. Communicate complex trust and estate concepts to colleagues, co-trustees and beneficiaries. Bring in new clients from referrals and develop a network of intermediaries. Assist Relationship Managers on advising clients of financial products available and appropriate for trust. Attend meetings with clients from personal book, on own or in partnership with Relationship Managers. Administer the most complex trusts and estates and manage sophisticated relationships. Communicate and recommend tax planning opportunities to create estate planning analysis for clients, where appropriate. Interpret trust and estate law, taxes and investments. Demonstrate a working knowledge of the legal framework of trust administration. Minimum 10 years of relevant experience. Bachelors degree or equivalent work experience, required. JD or other advanced degree, preferred. Knowledge of trust estates and tax laws. Strong marketing and communications skills. Experience with Sunguard or other trust accounting systems. Strong working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration.

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