Job Description

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  

For further consideration regarding this and/or other opportunities please inquire confidentially to [email protected] or call 916-850-2437.  All inquiries held in strict confidence.  Thank you for your interest. 

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