What are the responsibilities and job description for the Trust Officer position at Kennison & Associates?
A leading Wealth Management Firm in Portland, ME is seeking an experienced Trust Officer (5 years) to join its respected and growing team. This is an excellent opportunity to work with a firm known for its expertise, integrity, and commitment to client service.
The Trust Officer will manage all aspects of trust and estate administration-advising on complex trust, estate, and tax matters; reviewing and approving transactions; coordinating with custodians, attorneys, and accountants; and ensuring smooth estate settlements.
Candidates must hold a CTFA certification (an advanced degree in law, tax, or a related field is preferred) and have prior experience with a wealth management firm, trust company, or law firm. Strong communication skills and the ability to interpret estate planning documents and fiduciary tax returns are essential.
This hybrid role offers a salary range of $85,000-$105,000, depending on experience, along with excellent benefits, including 100% employer-paid insurance and paid parking. Submit your resume to join a respected, client-focused firm offering real opportunities for growth.
Job Code: 18745
*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!
Salary : $85,000 - $105,000