What are the responsibilities and job description for the Senior Trust Officer position at Old North State Trust?
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 or hold 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