Job Description

Job Description

Job Description

Salary:

Old North State Trust , is seeking candidates for the position of Trust Officer or Senior Trust Officer .

Old North State Trust provides Trust and Estate Services, Income, Estate and Trust Tax Consulting, and Asset Management with a distinction in objectivity, expertise and flexibility to fee-based services with an intense focus on quality customer service. 

As a Trust Officer, you will:

• Be responsible for administration, management and servicing of assigned fiduciary and investment management accounts.
• Administer personal trusts, guardianships and other fiduciary accounts per terms of governing document.
• Serve as a department subject matter expert regarding fiduciary accounts.
• Partner with external advisors regarding tax, legal and other fiduciary matters.
• Consult with attorneys regarding legal needs and interpretation of trust documents, wills and other legally prepared materials.
• Promote and sell trust services to new and existing customers; maintaining our current client relationships and developing new client relationships in the areas of investment management trust administration estate and retirement planning and retirement benefit plans.
• Proactively deliver and provide oversight of all estate settlement processes make post-mortem elections and work closely with Operations Supervisor in the preparation of estate tax returns, gift tax returns, fiduciary tax returns, and accountings for trusts and estates.
• Provide consultation on financial and wealth management matters.

The successful candidate will:

• Minimum of 7 years Trust experience
• Possess strong relationship-building and business development skills.
• Have significant knowledge of fiduciary duties and trust administration.
• Have a bachelor's degree, preferably in finance, business administration or hold an MBA in Trust and Wealth Management.
• Possess a working knowledge of financial services industry's trends, directions, major issues, regulatory considerations and trendsetters.
• Have demonstrated success working with teams.

We prefer candidates who:

• Possess a CTFA designation.

EOE/everify

Job Tags

Similar Jobs