What are the responsibilities and job description for the Senior Trust Officer position at Masis Professional Group?
Position Summary:
The Sr. Trust Officer is responsible for administering trust accounts, ensuring fiduciary compliance, and delivering exceptional client service. This role involves managing client relationships, overseeing trust operations, and working collaboratively with internal teams to support the financial needs and goals of clients. The Sr. Trust Officer will maintain the highest standards of integrity, confidentiality, and regulatory compliance.
Key Responsibilities:
- Administer trust accounts, including revocable and irrevocable trusts, estates, guardianships, and investment management accounts.
- Serve as a senior leader and primary point of contact for clients, beneficiaries, and advisors, providing timely and professional communication.
- Interpret trust documents and ensure the proper application of terms and provisions.
- Collaborate with legal, tax, and investment professionals to develop and implement trust and estate plans.
- Monitor trust account activity, including distributions, income payments, and investment performance.
- Review and approve disbursement requests in accordance with trust provisions and fiduciary standards.
- Ensure compliance with all applicable laws, regulations, and internal policies.
- Prepare account reviews, performance reports, and regulatory filings.
- Address client inquiries and resolve issues in a timely and efficient manner..
Qualifications:
- Bachelor’s degree in Finance, Business Administration, Law, or related field.
- Minimum of 10 years of experience in trust administration, estate planning, or fiduciary services.
- J.D. and Certified Trust and Fiduciary Advisor (CTFA) required
- Comprehensive knowledge of trust laws, regulations, and fiduciary principles..
- Proficiency in trust accounting systems and Microsoft Office Suite.