A leading New England based firm is seeking a Trust Officer to join their rapidly growing team. You will have the opportunity to engage with HNW and UHNW clients, helping them achieve their trust and estate planning objectives. Your responsibilities will include administering trust and fiduciary accounts, maintaining positive client relationships, and ensuring compliance with legal and tax requirements.
Ideally, this individual has extensive experience in client-facing fiduciary roles, a deep understanding of legal, investment, and tax issues in trust administration, and a proven track record working with high-net-worth clients.
Qualifications of the Trust Officer:
- Strong educational background and relevant certification
- 4+ years of trust administration and fiduciary experience; ideally client facing
- Deep knowledge of legal, investment, and tax issues
- Track record working with high-net-worth clients
- Comfortable in lean, entrepreneurial environments
- Strong integrity and teamwork
- Excellent communication skills
Responsibilities of the Trust Officer:
- Administer trust and fiduciary accounts
- Maintain positive client relationships
- Ensure legal and tax compliance
- Review legal documents and consult with attorneys
- Prepare trust-related documents
- Interpret trust documents and prepare accountings
- Assist with tax preparation
- Stay updated on relevant tax and legal requirements
- Continuously improve internal processes
Please don't hesitate to apply at the link below!
