Trust officer
Job description
Provides high quality sales and service to Trust & Estate clients and technical expertise for account management and administration to ensure compliance. Manages trust, agency or probate accounts and acts as Relationship Manager to assigned clients while fostering collaboration within the branch and regional team.
Hard requirements
- Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or equivalent combination of education and experience
- Bachelor’s degree in Finance or related field preferred
- In-depth knowledge of Personal Trust Administration processes and procedures
- In-depth knowledge of Trust Tax, Trust Accounting and Investment Management
- In-depth knowledge of fiduciary laws including estate planning techniques and relevant tax regulations
Pay & benefits
- Salary: $65,600.00 - $122,600.00
- Pay Type: Salaried
- May include a commission structure, performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Work location