Vice President, Trust Officer

Tower Trust & Investment Company is currently looking for a Vice President/Trust Officer to join our team. The ideal candidate will be responsible for managing and administering trust accounts, including estate planning, fiduciary duties, and ensuring compliance with legal and regulatory requirements. This individual will work closely with clients, attorneys, and other professionals to provide personalized trust and estate services. This role has opportunity for growth to become a member of the leadership team.

Key Responsibilities:

• Administer and manage a variety of trust and estate accounts.
• Establish and maintain client relationships, providing expert guidance on trust and estate planning.
• Review and interpret trust documents, ensuring compliance with applicable laws and regulations.
• Coordinate with legal and financial professionals to manage estate and trust matters.
• Provide advice on tax and investment strategies related to trusts and estates.
• Prepare detailed reports and documentation for clients and stakeholders.
• Ensure that all trust account activities align with company policies and regulatory requirements.
• Continuously develop knowledge of changes in trust law, estate planning, and regulatory standards.

Qualifications:

• A minimum of 5 years in Trust and Estate Administration, or 5 years of investment experience with a desire to add Trust and Estate Administration to your skills.
• A four-year degree or commensurate experience in Trust and Estate administration
• A CTFA, CFP, JD, or CPA designation will be given strong preference.
• Strong knowledge of estate planning, fiduciary duties, tax regulations, and trust laws.
• Excellent written and verbal communication skills.
• High level of attention to detail and organization.
• Ability to work independently and manage multiple tasks efficiently.

Benefits:

• Competitive salary and performance-based bonuses.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Generous paid time off (PTO).
• Opportunities for professional development and continuing education.

If you are the person we’ve described above, we want to meet you. Why join us?

We are an independent trust and investment company. Our team has decades of experience in providing customized solutions for various life stages and professions, including retirees, individuals with inherited wealth, small businesses and institutions/foundations. In addition, to investment services; we have decades of experience overseeing estates and administering revocable and irrevocable trusts.

We are a fiduciary. By definition a fiduciary is bound, by law, to go above and beyond the “Suitability Standards” placed on much of the investment industry. Fiduciaries are required to put the best interest of their clients ahead of their own and we bring this level of integrity to our clients each and every day. This has resulted in us becoming one of the largest local trust companies in the region with $500M in trust and investment accounts. We value excellent experiences for both our customers and our employees and know that every person working here is important to our success. Because of that, we encourage their ideas, celebrate their achievements and promote their development. WE ARE LOOKING FOR SOMEONE WITH A SIMILAR MINDSET TO FILL THIS ROLE.

We will provide you a working environment where you will understand why what you do matters. You will know how you are contributing to the overall success of our organization and will share in the pride of our accomplishments. Plus ... we have great benefits including a choice of Health and Dental plans, Long Term Disability and Life Insurance, a 401(k) with an employer match (both Traditional and Roth options), and the option to work partially remotely.

Tower Trust & Investment Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.