Trust Officer

The Trust Officer plays a key role in the daily management of trust accounts, fostering client relationships, and ensuring top-notch client service. This role collaborates closely with an internal team of advisors and investment managers to meet client needs while adhering to regulatory requirements. The Trust Officer oversees individual agency/investment accounts, retirement accounts, and trust accounts. Additionally, they work directly with clients' attorneys and tax advisors to design and implement financial and estate plans.

Key Responsibilities:

• Administer accounts with thorough documentation of all transactions and communications.
• Review client portfolios with portfolio managers to align with allocations and client objectives.
• Conduct annual trust account reviews, including analysis of investments, fees, transactions, and risks.
• Offer trust and estate planning solutions as part of a client’s advisory team.
• Review and interpret estate and trust documents.
• Prepare research and presentations for client account and estate plan reviews.
• Deliver exceptional client service through proactive communication and timely issue resolution.
• Build strong relationships with key regional professionals, including attorneys, CPAs, realtors, community leaders, and business owners.
• Network actively to generate leads and new business opportunities.
• Support general office operations to ensure a well-organised, high-performing team dedicated to client service.
• Exhibit a desire to work in a team-oriented culture within an office environment.

Preferred Qualifications:

• Bachelor’s degree or equivalent work experience; CFP, CTFA, or J.D. is advantageous.
• 3+ years of experience in the Trust or Wealth Management industry.
• Knowledge of trust and estate administration, and experience acting as a corporate trustee or personal representative in Florida.
• Proven experience managing client relationships as a trust administrator or wealth advisor.
• Basic understanding of portfolio management concepts and tax regulations for individuals and trusts.
• Strong customer service and multitasking abilities.
• Excellent communication skills, both written and verbal.