What are the responsibilities and job description for the Trust Officer position at MRINetwork Jobs?
Excellent opportunity for a Trust Officer in the Peninsula with a very successful regional financial institution.RESPONSIBILITIES:Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy.Perform annual oversight of trust tax reporting.Assist with the development of business in the market you serve.Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources.Manage estate settlements including direct contact with beneficiaries; collection and inventory of assets and personal belongings; arrangement of tax, legal and other professional services.REQUIREMENTS:Minimum of 5 years related experience in trust administration, estate planning and/or finance. Bachelors Degree and Certified Trust and Financial Advisor (CTFA) designation preferredTrust, legal or accounting experience (corporate trustee preferred)Knowledge of estate planning conceptsThe ability to network and have a strong connection to the community you serveStrong relationship building/networking skills that gains trust and confidenceSolid problem solving abilitiesOutstanding verbal and written communication skillsFlexibility & ability to work in an environment that is continually evolvingKnowledge of investments/tax/real estate For further consideration regarding this and/or other opportunities please inquire confidentially to mike@scsacramento.com or call 916-850-2437. All inquiries held in strict confidence. Thank you for your interest.
Salary : $25 - $33