Sr. Trust Officer - To $150K - Chicago, IL - Job # 3403b Who We Are: The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our unique value proposition centers around providing top banking and accounting talent, with many of our recruiters being former bankers or accountants. We excel at evaluating top banking and accounting talent. Whether you're a candidate seeking new opportunities or a client aiming to fill key positions, The Symicor Group is ready to deliver premium results. The Position: Our bank client seeks a Sr. Trust Officer in Chicago, IL. The role involves managing multimillion-dollar trust portfolios, mainly established by Municipalities in New Jersey. The Wealth Management Administrator will handle fiduciary account administration for individual and corporate clients, ensuring compliance with laws, regulations, policies, and procedures. The position offers a salary up to $150K and a full benefits package. (This is not a remote position). Responsibilities include: Demonstrate strong knowledge of trust and estate law, gift, irrevocable life insurance trusts, IRA accounts, and ERISA regulations. Assess estate and tax planning needs to guide clients and advisors. Manage administrative and fiduciary functions for client accounts, ensuring regulatory compliance. Engage with clients regularly, providing excellent service on tax investments and estate planning. Review Trust documents and summarize powers and concerns. Coordinate with attorneys, tax accountants, and professionals for optimal client outcomes. Work with investment and estate planning experts to develop comprehensive strategies. Identify and address concerns or discrepancies in client accounts. Implement asset allocation plans and participate in review committees. Who Are You? You seek to influence your development and pursue your passions. You view a job title as a starting point for growth, not the final definition of who you are. Skills and Experience: Bachelor’s degree in finance or related field required; MBA preferred. At least five years of trust and estate management experience. Experience with Fiduciary Income Tax and Estate Administration preferred. Proficient with financial planning software, including Excel, PowerPoint, and cash flow analysis tools. Ability to develop action plans and recommend products/services for clients. Strong knowledge of banking regulations and IRS laws. Proven project management and strategic planning skills. Excellent communication skills for interacting with directors, regulators, clients, and professionals. Next Step: Send your resume and the position you’re interested in to: [email protected] #J-18808-Ljbffr BritePros Medical Staffing
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