We are seeking an experienced Trust Officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.Responsibilities- Administer various types of trusts and estates- Provide clients clear explanations and guidance on trust accounts and estate planning strategies- Review and interpret trust agreements and wills- Determine trust beneficiaries and distributions; execute investment and payout decisions- Manage communications with beneficiaries, executors, attorneys and other related parties- Work closely with investment advisors on developing and implementing investment plans- Stay current on trust, tax, and probate laws and regulationRequirements- Bachelor’s degree in Finance, Accounting or related field; JD degree a plus- At least 5 years of experience in trust or estate administration- In-depth knowledge of fiduciary and trust activities- Strong analytical thinker with excellent communication skills- CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferredAs a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services. Qualified professionals should apply directly for consideration or email resume to crystal.ramoutar@gogpac.com.
