Trust Officer
Trust Officer
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Job Description
Job Description
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Trust Officer
Job Overview: Our client in banking is seeking to add a NEW Trust Officer to their team. Trust Advisor to manage and grow relationships with clients possessing more than $5 million in investable assets. This individual will collaborate with the Private Banking team to identify implement and deliver fiduciary solutions that align with clients estate and wealth planning objectives. As a trusted advisor you will play a critical role in fostering deep client relationships managing complex estate planning matters and coordinating efforts among internal teams and external advisors.
This is a Direct Hire role.
What you will be doing as a Trust Officer
Serve as the primary fiduciary contact for 5075 highnetworth households overseeing approximately 250300 accounts.
Administer fiduciary accounts with trust assets typically exceeding $1 million in strict accordance with governing documents and fiduciary standards.
Ensure compliance with all fiduciary regulations policies and internal governance protocols.
Collaborate closely with Private Bank colleagues to deliver comprehensive advicebased solutions tailored to clients estate planning needs.
Cultivate relationships with local centers of influence including attorneys and CPAs to uncover current and future opportunities for fiduciary appointments (e.g. Trustee Successor Trustee Executor).
Lead due diligence for all new fiduciary appointments and assess opportunities for growth in fiduciary and investment management services.
Maintain uptodate knowledge of estate planning trust and tax laws and statespecific fiduciary regulations.
Demonstrate sound judgment and decisionmaking in handling complex fiduciary matters.
Uphold a strong culture of risk management by adhering to all policies and procedures and proactively identifying and addressing risk factors.
Bachelors degree required; JD MBA or other relevant graduate degree preferred.
CTFA designation or equivalent professional certification strongly preferred.
Minimum of 10 years of fiduciary client service or sales experience.
Deep expertise in trust administration estate planning strategies and income and estate tax issues.
Proven ability to build and maintain hightouch client relationships with a serviceoriented mindset.
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Saige Partners one of the fastest growing technology and talent companies in the Midwest believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at Experience:
Unclear Seniority
Employment Type
Full-Time
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