Associate Trust Officer

Responsibilities:

• Assists Senior Trust Officers in managing trust and estate client relationships
• Manages the assets and income of trusts in accordance with trust or estate planning objectives
• Responsible for applying the provisions of trusts consistent with applicable statutes and regulations as well as meeting KYC, AML, and other regulatory compliance standards

Qualifications:

• Bachelor's Degree
• 3-6 years of experience in fiduciary or trust field
• Experience with trust and estate administration for high net worth or ultra-high net worth individuals preferred
• CTFA a plus

Skills:

• In depth product knowledge of fiduciary concepts and legal policies related to trust administration
• Excellent communication and presentation skills
• Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
• Strong attention to detail with excellent analytical skills
• High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion