What are the responsibilities and job description for the Trust Officer position at Teton Trust Company?
Teton Trust Company is a premier trust and fiduciary services provider based in Jackson Hole, Wyoming. We specialize in delivering customized trust administration, estate planning, and wealth management solutions to high-net-worth individuals and families worldwide. Our team is committed to providing exceptional service with integrity and professionalism.
Position Overview:
We are seeking a dedicated and detail-oriented Trust Officer to join our Jackson Hole office. The ideal candidate will be responsible for managing a portfolio of trust accounts, ensuring compliance with trust agreements and applicable regulations, and providing exceptional service to clients and beneficiaries. This role requires a strong understanding of trust administration, excellent communication skills, and the ability to build and maintain client relationships.
Key Responsibilities:
Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and interest in the position. Applications will be reviewed on a rolling basis.
Teton Trust Company is an equal opportunity employer.
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Position Overview:
We are seeking a dedicated and detail-oriented Trust Officer to join our Jackson Hole office. The ideal candidate will be responsible for managing a portfolio of trust accounts, ensuring compliance with trust agreements and applicable regulations, and providing exceptional service to clients and beneficiaries. This role requires a strong understanding of trust administration, excellent communication skills, and the ability to build and maintain client relationships.
Key Responsibilities:
- Administer a portfolio of trust accounts, ensuring adherence to trust agreements, legal requirements, and company policies
- Serve as the primary point of contact for clients, beneficiaries, and advisors, providing timely and professional responses to inquiries
- Conduct periodic trust reviews to ensure compliance and optimize trust performance
- Oversee the distribution of trust assets in accordance with trust terms and applicable regulations
- Collaborate with attorneys, accountants, and financial advisors to address client needs and resolve complex issues
- Maintain accurate and detailed records of trust activities, correspondence, and financial transactions
- Stay updated on changes in trust and estate laws, regulations, and industry best practices
- Bachelor’s degree in finance, accounting, law, or a related field (preferred)
- 1-3 years of experience in trust administration or a related field (preferred)
- Exceptional interpersonal and communication skills with the ability to build strong client relationships
- Proven ability to manage multiple tasks and priorities in a fast-paced environment
- High level of attention to detail and organizational skills
- Proficiency in Microsoft Office Suite
Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and interest in the position. Applications will be reviewed on a rolling basis.
Teton Trust Company is an equal opportunity employer.
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