What are the responsibilities and job description for the Trust Officer position at Teton Trust Company?
TRUST OFFICER
Teton Trust Company | Jackson, Wyoming
About Teton Trust Company
Teton Trust Company is a premier trust and fiduciary services provider based in Jackson Hole, Wyoming. We specialize in delivering customized trust administration, estate planning, and wealth management solutions to high-net-worth individuals and families worldwide. Our team is committed to the highest standards of integrity, professionalism, and client service.
Position Overview
Teton Trust Company is seeking a dedicated and detail-oriented Trust Officer to join its Jackson, Wyoming office. The ideal candidate will be responsible for managing a portfolio of trust accounts, ensuring compliance with trust agreements and applicable regulations, and providing exceptional service to clients. The position requires strong critical thinking skills, exceptional communication abilities, and the capacity to manage complex client relationships.
Key Responsibilities
Qualified candidates are invited to submit a resume and cover letter detailing their relevant experience and interest in the position. Applications will be reviewed on a rolling basis. Teton Trust Company is an equal opportunity employer.
Teton Trust Company | Jackson, Wyoming
About Teton Trust Company
Teton Trust Company is a premier trust and fiduciary services provider based in Jackson Hole, Wyoming. We specialize in delivering customized trust administration, estate planning, and wealth management solutions to high-net-worth individuals and families worldwide. Our team is committed to the highest standards of integrity, professionalism, and client service.
Position Overview
Teton Trust Company is seeking a dedicated and detail-oriented Trust Officer to join its Jackson, Wyoming office. The ideal candidate will be responsible for managing a portfolio of trust accounts, ensuring compliance with trust agreements and applicable regulations, and providing exceptional service to clients. The position requires strong critical thinking skills, exceptional communication abilities, and the capacity to manage complex client relationships.
Key Responsibilities
- Administer a portfolio of trust accounts in accordance with applicable Wyoming regulations and statutes, governing documents, and TTC’s internal policies and procedures.
- Serve as the primary point of contact for clients, beneficiaries, and advisors, providing timely and professional responses to inquiries.
- Conduct periodic trust reviews to ensure compliance and optimize trust performance.
- Oversee the distribution of trust assets in accordance with trust terms and applicable regulations.
- Collaborate closely with clients’ attorneys, accountants, investment advisors, and family office professionals
- Exercise sound fiduciary discretion in evaluating and authorizing trust distributions, asset transactions, and administrative actions.
- Maintain meticulous records of trust activities, correspondence, distributions, and financial transactions.
- 1-3 years of experience in trust administration or a related field (preferred).
- Proven ability to manage multiple tasks and priorities in a fast-paced environment.
- Strong attention to detail and organizational skills, with a proven ability to think critically and prioritize in a fast-paced environment
- Excellent written and verbal communication skills, with the ability to engage effectively with sophisticated clients and their advisors.
- Proficiency in Microsoft Office Suite.
Qualified candidates are invited to submit a resume and cover letter detailing their relevant experience and interest in the position. Applications will be reviewed on a rolling basis. Teton Trust Company is an equal opportunity employer.