Job Description

Senior Trust Officer – Client Services

Bethesda/Silver Spring, MD – Hybrid

$100,000 - $125,000 + Bonus

We are currently representing a Senior Trust Officer opportunity with our client, a premier wealth management firm specializing in personalized financial solutions, investment management, and comprehensive estate planning services based here in Maryland.

This position will be responsible for managing client relationships in relation to include direct communication with clients, resolving issues, and managing a variety of account types such as Individual, Trust, and IRA accounts. The role requires proficiency with the FIS Trust System to generate reports, review activities/cash movements, interpreting trust documents, and maintain relationships with clients, attorneys, and other professionals.

They are offering a competitive compensation package (Base + Bonus, no sales goals), a great work/life balance (hybrid schedule), and the chance to join one of the DC Metro’s prestigious wealth management firms as they continue to grow.

Duties & Responsibilities

• Communicate directly with clients in a clear, effective manner; address requests, resolve issues, and meet their needs.
• Demonstrate comprehensive knowledge of various account structures, including Individual/Joint, UTMA, IRA, Trust, Corporate, and Partnerships.
• Utilize the FIS Trust System for administrative duties, such as generating customized reports, reviewing account activity, and managing cash flow.
• Participate in client meetings and discussions.
• Analyze and interpret trust instruments to validate their provisions, identify trustees and authorized individuals, and determine the extent of their authority.
• Supervise and track all incoming and outgoing cash transactions.
• Maintain a high level of proficiency in trust administration and apply it effectively.
• Stay current on tax laws, regulations, and trends that could influence administrative client services.
• Adhere to departmental policies and procedures to ensure top-notch client service and favorable audits and examinations.
• Serve as the primary liaison with commercial bank personnel by fostering strong relationships and providing accurate, timely solutions.
• Cultivate productive working relationships with clients, attorneys, accountants, and other professionals to ensure high-caliber administration and identify new business prospects.
• Represent the Trust Company at civic, governmental, community, financial, and professional events to build networks, develop new business, and enhance the firm’s positive reputation.

Selection Criteria

• Bachelor’s degree in business or related field, or equivalent professional experience.
• 4+ years of experience within a client servicing role within the wealth management, investment management, or Fiduciary services industry, with a focus on institutional and/or personal trusts
• Certified Trust and Fiduciary Advisor (CTFA) designation is desirable.
• Comfortable interacting with high-net-worth individuals.
• Excellent written and verbal communication skills.
• Experience with FIS and/or FIS Trust Software strongly preferred.
• Strong problem-solving abilities.
• Effective organizational skills, including the capacity to maintain legal documentation.

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