Overview
Senior Trust Officer Jobs in Los Altos, USA at MRINetwork
Excellent opportunity for a Trust Officer in the Peninsula with a very successful regional financial institution.
RESPONSIBILITIES:
- Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy.
- Perform annual oversight of trust tax reporting.
- Assist with the development of business in the market you serve.
- Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources.
- Manage estate settlements including direct contact with beneficiaries; collection and inventory of assets and personal belongings; arrangement of tax, legal and other professional services.
REQUIREMENTS:
- Minimum of 5 years related experience in trust administration, estate planning and/or finance.
- Bachelors Degree and Certified Trust and Financial Advisor (CTFA) designation preferred
- Trust, legal or accounting experience (corporate trustee preferred)
- Knowledge of estate planning concepts
- The ability to network and have a strong connection to the community you serve
- Strong relationship building/networking skills that gains trust and confidence
- Solid problem solving abilities
- Outstanding verbal and written communication skills
- Flexibility & ability to work in an environment that is continually evolving
- Knowledge of investments/tax/real estate
Title: Senior Trust Officer
Company: MRINetwork
Location: Los Altos, USA
Category:
