What are the responsibilities and job description for the Trust Officer position at 360 Headhunter?
A premier financial services firm is confidnetially seeking a Trust Officer to manage high-net-worth trust accounts with precision and confidentiality.
**Responsibilities:**
- Administer trusts per agreements and laws.
- Serve as trusted liaison for clients and advisors.
- Manage assets, distributions, and tax duties.
- Ensure regulatory compliance and record accuracy.
- Collaborate with legal/tax professionals discreetly.
**Qualifications:**
- Bachelor’s degree (finance, law, or related); CTFA, CFP, or JD preferred.
- 3 years in trust administration or wealth management.
- Deep knowledge of trust/estate laws and investments.
- Exceptional discretion, communication, and organizational skills.
- Proficient in trust software and MS Office.
**Offerings:**
- Competitive pay and benefits (health, 401(k), etc.).
- Professional growth in a prestigious firm.
- Flexible work options.
