Sr. Trust Officer

San Diego, CA - USA

Monthly Salary: Not Disclosed

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

Position Sr. Trust Officer

Location- San Diego CA

Mode- Onsite

Responsible for independently representing Bank in its fiduciary capacity as Trustee Executor or Agent under various forms of agreement. Will serve as Senior Trust Officer with responsibility for selling trust and estate services and administering accounts. Provides coordination and oversight for related services on the Companys platform including investment management and banking. Trust accounts are generally of a varied mix and a complex nature. May supervise one or more Trust Associates.

Duties and Responsibilities:

Understands and complies with the requirements of all laws and regulations applicable to the position. Become familiar with and adhere to Trust Division policies and procedures.
Originate new trust sales from existing or prospective clients and provide referrals for other products and services.
Develop referrals of prospective clients from attorneys CPAs and other centers of influence.
Participate with other disciplines (investment management real estate banking financial planning philanthropic services) in providing holistic solutions for client opportunities.
Serve as a subject matter expert to others in the organization providing expertise in Trusts and Estates.
Clearly explain the terms and specifications of the will and/or trust state law and tax law to prospects clients and colleagues across all business lines. Provide consultative advice to clients associates and COIs concerning the design and administration of complex personal trusts.
Proactively contacts clients to discuss and advise on problems explain terms and specifications of the will and/or trust and arrange for payments acceptable under the terms of the trust.
Administers assigned accounts which may include but are not limited to revocable and irrevocable trust accounts agency accounts IRAs custody and escrow accounts per the terms specified in the trust instrument or agreement. Resolves problems with assigned accounts as well as assists others in account administration.
Develop administrative plans and objectives with clients and beneficiaries in connection with the Real Estate Manager and Investment officer related to assets held in assigned accounts.
Provides recommendations to the appropriate trust committee on a course of action for non-routine matters.
May perform some data entry of approved account transactions including recurring/non-recurring bill payments and discretionary distributions to ensure dual control of account activities.
Perform other duties as assigned.

Education and/or Experience:

Bachelors degree or equivalent combination of training and experience.
Prefer CFP or CTFA certifications.
15 or more years in a trust administration function with at least 10 years in a sales role.

Position Sr. Trust Officer Location- San Diego CA Mode- Onsite Responsible for independently representing Bank in its fiduciary capacity as Trustee Executor or Agent under various forms of agreement. Will serve as Senior Trust Officer with responsibility for selling trust and estate services a...

Position Sr. Trust Officer

Location- San Diego CA

Mode- Onsite

Duties and Responsibilities:

Understands and complies with the requirements of all laws and regulations applicable to the position. Become familiar with and adhere to Trust Division policies and procedures.
Originate new trust sales from existing or prospective clients and provide referrals for other products and services.
Develop referrals of prospective clients from attorneys CPAs and other centers of influence.
Participate with other disciplines (investment management real estate banking financial planning philanthropic services) in providing holistic solutions for client opportunities.
Serve as a subject matter expert to others in the organization providing expertise in Trusts and Estates.
Clearly explain the terms and specifications of the will and/or trust state law and tax law to prospects clients and colleagues across all business lines. Provide consultative advice to clients associates and COIs concerning the design and administration of complex personal trusts.
Proactively contacts clients to discuss and advise on problems explain terms and specifications of the will and/or trust and arrange for payments acceptable under the terms of the trust.
Administers assigned accounts which may include but are not limited to revocable and irrevocable trust accounts agency accounts IRAs custody and escrow accounts per the terms specified in the trust instrument or agreement. Resolves problems with assigned accounts as well as assists others in account administration.
Develop administrative plans and objectives with clients and beneficiaries in connection with the Real Estate Manager and Investment officer related to assets held in assigned accounts.
Provides recommendations to the appropriate trust committee on a course of action for non-routine matters.
May perform some data entry of approved account transactions including recurring/non-recurring bill payments and discretionary distributions to ensure dual control of account activities.
Perform other duties as assigned.

Education and/or Experience:

Bachelors degree or equivalent combination of training and experience.
Prefer CFP or CTFA certifications.
15 or more years in a trust administration function with at least 10 years in a sales role.