Vice President and Trust Officer
Vice President and Trust Officer
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Moneta is seeking an accomplished and highly motivated Vice President & Trust Officer to join our Trust and Estate Administration team. This individual will play a pivotal role in overseeing complex highnetworth client relationships ensuring strict adherence to fiduciary and trust law and advancing the firms strategic growth objectives. The ideal candidate will demonstrate a deep and nuanced understanding of fiduciary services possess exceptional judgment and bring a strong record of success in managing and expanding trust portfolios.
Essential Responsibilities
- Trust & Estate Administration: Serve as a fiduciary expert managing complex trust and estate administration matters with a high degree of professionalism and accuracy.
- Client Relationship Management: Develop maintain and enhance relationships with highnetworth individuals families and business owners to ensure client satisfaction and retention.
- Compliance & Risk Management: Ensure all trust accounts comply with applicable federal and state laws regulations and bank policies. Manage risk effectively while providing exceptional client service.
- Business Development & Sales: Identify and pursue new business opportunities by networking with estate planners attorneys CPAs and other professionals. Develop and execute strategies to expand the banks trust services.
- Investment Oversight & Coordination: Collaborate with internal and external investment professionals to align investment strategies with clients estate and financial plans.
- Team Leadership & Mentorship: Support and mentor junior trust officers and staff fostering a culture of collaboration compliance and excellence.
Qualifications :
- Education: Bachelors degree in Finance Accounting Banking Business or a related field. A JD CPA or CTFA (Certified Trust and Fiduciary Advisor) designation is a plus.
- Experience: Minimum of 10 years of experience in trust and estate administration with a proven ability to manage complex trust structures and relationships.
- Technical Expertise: Strong knowledge of trust law probate law estate planning strategies fiduciary principles and tax implications for trusts and estates.
- Sales & Business Development: Demonstrated ability to identify and cultivate new business opportunities while maintaining existing relationships.
- Communication & Leadership: Exceptional interpersonal skills with the ability to clearly communicate complex financial and legal concepts to clients and colleagues.
- Technology Proficiency: Familiarity with trust accounting and wealth management software is required
- Proficient in Microsoft Office applications.
- Must be authorized to work in the United States
Additional Information :
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
- Paid holidays
- Paid time off (PTO)
- Employer costshared medical and dental insurance
- Employer paid shortterm disability longterm disability AD&D insurance and basic life insurance
- 401k Match 50% of employee contributions up to 6% of compensation
- Discretionary annual profitsharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary feeonly Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities insurance commissions and/or trails.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
