Associate Trust Officer - Associate Fiduciary Specialist

Associate Trust Officer – Associate Fiduciary Specialist

6+ months of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education.

Work with a team of fiduciary professionals to administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
Execute on client requests, including money movement, investment implementation and account management.
Build a strong understanding of fiduciary concepts and principles, including trust accounting, discretionary distribution standards and prudent investing.
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
Develop an ability to identify fiduciary risk and escalate appropriately.
Act as a culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.

J.D. and/or CTFA preferred
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
Demonstrate a high level of organizational skills, including time and priority management.
Collaborate effectively with relationship team members, client’s advisors and other colleagues.
Solutions-oriented and able to operate within a diverse, fast-paced environment.
Strong conflict resolution skills.
Strong leadership, communication and presentation skills.