23 Jobs in Beach, FL
gpac is Hiring a Trust Officer Near Beach, FL
Trust Officer Qualifications
- Bachelor's degree or equivalent
- JD and/or Masters degree preferred
- 5 years of relevant trust administration experience
- Strong teammate who enjoys collaboration with internal and external partners
- CTFA, CFP, CFA, CES, or equivalent preferred
- Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels
- Business growth experience a plus
- Communication skills must be top tier
- Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
- Accountable for servicing and retention of existing accounts.
- Supervise and monitor new account establishment and funding
- Work internal trust team, attorneys, and accountants to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
As a trust officer, you will serve as a knowledgeable resource for high-net-worth clients in managing substantial, sophisticated investment portfolios and administering personalized trust solutions. This is an opportunity to play a key role in providing the highest level of trust services and customized wealth management. All qualified professionals will be contacted, simply apply directly or email resume to james.ford@gogpac.comAll qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Job Summary
Full Time
Business Services
$62k-80k (estimate)
06/10/2024
07/26/2024
gogpac.com
SIOUX FALLS, SD
50 - 100
1990
ALYSSA HERMAN
$10M - $50M
Business Services
Related Companies
About gpac
Growing people and companies since 1990 with a blend of art and science. Our business and expertise are the recruitment and development of top talent. Building the right people, for the right companies, right now! We have the expertise, track record, and confidence to work on nearly any project, any time, anywhere. Our team, with collective experience of over 250 years, is passionate about what we do and 100% dedicated to being the best. We are committed to providing an unequaled standard of excellence to the clients and candidates we serve. We are extremely competitive, client focused, and re ...
alize that our value is in our ability to deliver the right solutions at the right time. We understand that candidates must be proven players that fit the philosophy, goals, and culture of your organization. Throughout our over 28 years of service nationally, we have built strong relationships with thousands of people by listening, understanding, and delivering. This has allowed us to become recognized as a leader within the staffing world!
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The job skills required for Trust Officer include Tax Return, CFA, Communication Skills, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust Officer. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust Officer. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust Officer positions, which can be used as a reference in future career path planning. As a Trust Officer, it can be promoted into senior positions as a Trust Officer II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust Officer. You can explore the career advancement for a Trust Officer below and select your interested title to get hiring information.
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