Personal Trust Officer

Description

TI-Trust, Inc. is seeking an enthusiastic and motivated Personal Trust Officer for its St. Peters location. TI-Trust, Inc. is an independent trust company specializing in personal trust and farm services and employee benefit plans managing over 19 billion dollars in assets. Become part of a growing company, which was voted in the Top 100 “Best Places to Work in Illinois” six years in a row.  This position is responsible for administering trusts, probate estates, guardianships, fiduciary wealth management accounts, and directed accounts.  Other duties include carrying out routine business activities as assigned and participating in appointed committees.

RESPONSIBILITIES:

• Oversee all aspects of account administration, with little oversight from management.
• Interpret legal documents in connection with account administration.
• Correspond with clients, beneficiaries, and professionals.
• Become familiar and proficient with account administration processes, including receipt and disbursement approvals, new account acceptances, account documentation, tax matters, discretionary reviews, investment needs, and periodic reviews.
• Ensure a high level of client satisfaction on assigned accounts.
• Represent TI-Trust in the local community and professional associations, including speaking engagements and trade conference involvement.
• Become familiar and proficient with TI-Trust’s systems, including the Trust Operating System and Document Imaging System.
• Become familiar with company policies and procedures.
• Complete special projects as assigned.
• Participate in committee meetings.
• Assist higher-level officers with more complex functions to continue to develop knowledge and trust administration experience.
• Follow management guidelines to mitigate risk.
• Assist TI-Trust in managing fees and expenses.
• Engage in continuing education, including industry conferences, classes, and periodicals.
• Travel as necessary.

Qualifications

Experience: 

• 3 years working as a trust officer; or
• 3 years working in financial services industry

Education:

• B.S. Degree in Finance, Business Administration, Accounting, or other related field or comparable work experience.

Other Requirements:

• Must be detail-oriented and organized, with good oral and written communication skills.
• Must be experienced in using Excel, Word, and Outlook with the ability to learn additional computer applications.
• Must be assertive, goal-oriented, and able to multi-task.
• Ability to interpret technical/legal documents.
• Strong analytical and problem-solving skills.

ABOUT TI-TRUST:

This position offers a 40 hour work week with flexible hours and no nights or weekends.  Competitive hourly pay rate with health, vision, and dental benefits available as well as the ability to participate in the 401k and Profit Sharing plan and an opportunity to become an owner through TI-Trust, Inc.’s Employee Stock Ownership Plan.  Applications for this challenging position can be submitted at www.ti-trust.com.  An Equal Opportunity Employer.