What are the responsibilities and job description for the Trust Officer position at Golden Fiduciary Services?
Trust Officer
Salary
$145,000 to $160,000 based on experience and education
Job Type
Full Time
Qualifications
JD or CTFA (required)
Five years’ experience in trust administration
Estate and Probate experience a plus
About the Company
Golden Fiduciary Services is a trust administration company that administers a wide variety of trusts such as support trusts, ILIT’s, and Special Needs Trusts. Regardless of the type of account, we are passionate about providing the best and most personalized service we can to each of our clients and have been doing so over the last 27 years. We take care of people, and we are always looking to hire professionals who share our same values.
Job Description
Our Trust Officers develop meaningful relationships with our clients and their circles of support to fully understand their needs and ensure they are providing the clients with everything they need to thrive. Tasks include all aspects of trust administration such as careful review of trust documents to ensure administration is done within the set guidelines, creating budgets for each trust account, and working with clients to ensure they are receiving necessary services. This position involves a very high level of communication and case management with our beneficiaries and their circles of support. The ideal candidate understands and stays current on trust law and possesses the desire to care for people through the coordination of third-party product and service vendors.
Primary Responsibilities
- Work diligently addressing client issues such as care management, distribution decisions, or coordinating services.
- Develop relationships with each client to understand their situation and accurately create and maintain annual spending budgets.
- Keep current on all laws and regulations related to the administration of trust accounts.
- Compile, and submit in a timely manner, all required court reports and annual accountings.
- Develop relationships with clients through open ended communications aimed at fully understanding a client’s situation and any other assistance they may need in their lives.
- Coordinate with third party vendors to provide timely care and services.
- Travel (locally) as needed to maintain client relations, further coordinate with third parties, or perform annual real estate inspections.
- Understand public benefit systems and work with each client to maximize these benefits.
- Assist in closing out estates that will be funding incoming trust accounts.
Job Requirements
- A JD in a related field or a CTFA is required.
- Must have the ability to read trust documents and demonstrate the ability to administer each trust according to trust language.
- Microsoft Office experience is required.
- Must have effective written and verbal communication skills.
-Experience with estates and probate is preferred.
Benefits
- 401(k)
- 401(k) employer match
- Health, Dental, and Vision Insurance
- Paid Time Off
Schedule
- Monday through Friday
- 8am – 5pm
- In office Monday, Wednesday, Thursday; remote Tuesday and Friday
Work Location
- Greenwood Village, CO - hybrid remote.
Job Type: Full-time
Pay: $145,000.00 - $160,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Relocate:
- Greenwood Village, CO: Relocate before starting work (Required)
Work Location: Hybrid remote in Greenwood Village, CO
Salary : $145,000 - $160,000