Job Description
Job Description
Job Description
Salary:
Old North State Trust , is seeking candidates for the position of Trust Officer or Senior Trust Officer .
Old North State Trust provides Trust and Estate Services, Income, Estate and Trust Tax Consulting, and Asset Management with a distinction in objectivity, expertise and flexibility to fee-based services with an intense focus on quality customer service.
As a Trust Officer, you will:
- Be responsible for administration, management and servicing of assigned fiduciary and investment management accounts.
- Administer personal trusts, guardianships and other fiduciary accounts per terms of governing document.
- Serve as a department subject matter expert regarding fiduciary accounts.
- Partner with external advisors regarding tax, legal and other fiduciary matters.
- Consult with attorneys regarding legal needs and interpretation of trust documents, wills and other legally prepared materials.
- Promote and sell trust services to new and existing customers; maintaining our current client relationships and developing new client relationships in the areas of investment management trust administration estate and retirement planning and retirement benefit plans.
- Proactively deliver and provide oversight of all estate settlement processes make post-mortem elections and work closely with Operations Supervisor in the preparation of estate tax returns, gift tax returns, fiduciary tax returns, and accountings for trusts and estates.
- Provide consultation on financial and wealth management matters.
The successful candidate will:
- Minimum of 7 years Trust experience
- Possess strong relationship-building and business development skills.
- Have significant knowledge of fiduciary duties and trust administration.
- Have a bachelor's degree, preferably in finance, business administration orhold an MBA in Trust and Wealth Management.
- Possess a working knowledge of financial services industry's trends, directions, major issues, regulatory considerations and trendsetters.
- Have demonstrated success working with teams.
We prefer candidates who:
- Possess a CTFA designation.
EOE/everify
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