Personal Trust Officer

We exist to help people achieve financial clarity. At Thrivent we believe money is a tool not a goal. Driven by a higher purpose at our core we are committed to providing financial advice investments insurance banking and generosity programs to help people make the most of all theyve been given.

At our core we are a membership-owned fraternal organization as well as a holistic financial services organization dedicated to serving the unique needs of our clients. We focus on their goals and priorities guiding them toward financial choices that will help them live the life they want todayand tomorrow.

Job Summary

The Personal Trust Officer is responsible for the administration of a portfolio of personal trust accounts including revocable and irrevocable trusts estates and agency accounts. This role ensures accounts are managed in accordance with governing documents fiduciary standards and applicable laws and regulations.

Operating in a dynamic client-focused environment the Personal Trust Officer delivers high-quality service to clients beneficiaries and professional advisors while developing foundational expertise in trust administration estate planning and fiduciary risk management. The role partners closely with internal teams and escalates complex matters as appropriate.

The Personal Trust Officer builds and maintains client relationships supports business development efforts and contributes to the effective and compliant administration of trust accounts.

Job Responsibilities and Duties

• Administer a portfolio of personal trust estate and agency accounts with moderate complexity ensuring compliance with governing documents company policies and applicable laws and regulations.
• Review trust and estate documents to understand account requirements and support proper administration.
• Coordinate routine discretionary distributionsin accordance withtrust provisions and established guidelines; escalate complex scenarios.
• Partner with senior officers as needed on more complex accounts including estates closely held assets and sensitive family dynamics.
• Assistin fulfilling fiduciary responsibilities for accounts involving guardianships or conservatorships under supervision where applicable.
• Monitoraccountactivity toidentifyand mitigate risk ensuring adherence to internal policies and fiduciary standards.
• Coordinate with internal teams (Investments Operations Compliance) to support account administration and client service needs.
• Support the preparation and review of fiduciary income tax returns and related documentation for assigned accounts.
• Assistin the collection valuation and distribution of trust and estate assets.
• Conduct periodic account reviews to ensure proper administration documentation and alignment with governing instruments.
• Serve as a point of contact for clients beneficiaries and professional advisors responding to inquiries and providingtimelyupdates.
• Identifyopportunities to enhance client relationships and support cross-functional referrals.
• Maintainaccurateand complete account records within trust accounting systems.
• Stay informed on changes in trust regulations fiduciary practices and tax laws applying knowledge to daily responsibilities.
• Support team initiatives focused on process improvement operational efficiency and client experience.
• Model Thrivents leadership competencies Model the Way Rally the Team and Deliver Outcomes.
• Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement exceptional employee engagement and an unwavering commitment to our clients. Shape and/or support a culture thatrepresentsthe Thrivent purpose promise and values ensuring that Thrivents trust and reputation remain strong with its clients.

Job Qualifications

Required:

• Bachelors degree in Business Finance Accounting or related field.
• Minimum of 3 years of experience in trust administration estate settlement financial services or related field with client interaction.
• Foundational knowledge of trust and estate administration fiduciary principles and basic tax concepts.
• Ability to interpret trust documents and apply provisions to account administration.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Attention to detail and commitment to accuracy in a regulated environment.
• Strong interpersonal and client service skills.
• Effective verbal and written communication skills.
• Proficiencyin Microsoft Office Suite and trust accounting systems.
• High levelof professionalism integrity and discretion in handling confidential information.

Preferred:

• Completion of Juris Doctor Degree or attainment of CTFA
• Minimum of 6 years of experience in trust administration estate settlement financial services or related field with client tofiduciary tax concepts and estate settlement processes.
• Familiarity with fiduciary platforms such as SEI FIS orTrustDesk.
• Ability to collaborate effectively within a team environment.
• Demonstrated problem-solving andcritical-thinkingskills.
• Willingness to learn and grow within the trust and estate field.

Additional Information

• This position allows a flexible work arrangement meaning you may work on-site and/or remotely from the Appleton WI or Minneapolis MN area.

Pay Transparency

Thrivents long-term growth depends on attracting rewarding and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract reward and retain top talent. The applicable salary or hourly wage range for this full-time role is $99108.00 - $134087.00 per year which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including but not limited to location relevant experience skills and knowledge business needs market demand and other factors Thrivent deems important.

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered: various bonuses (including for example annual or long-term incentives); medical dental and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivents plans/policies are subject to change at any time at Thrivents discretion.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.