Senior Trust Officer
$100,000–$135,000 year
On-siteSan Antonio, Texas, United States
San Antonio, Texas, United StatesOn-siteFull Time$100,000–$135,000 yearSenior LevelBachelors DegreeSmall
Full TimeSenior LevelBachelors DegreeSmall
Job Summary
Administer complex trust, estate, agency, and investment management relationships while serving as a trusted advisor to high-net-worth clients and families. Build relationships with attorneys, CPAs, financial advisors, and referral partners to contribute to business growth throughout Central Texas. Participate in Trust Committee discussions and fiduciary decision-making, while mentoring other Trust Officers and serving as a technical resource within the department. Join a successful Trust & Wealth Management team expanding Rio Bank's presence in San Antonio and the Texas Hill Country.
Required Qualifications
- Bachelor's degree in Business, Finance, Accounting, Economics, Law, or related field, or equivalent experience
- Minimum 8 years of progressive responsibility for Trust administration, fiduciary services, estate administration, or wealth management
- Demonstrated experience administering complex fiduciary relationships
- Strong fiduciary, trust administration, relationship management, and communication expertise
- Advanced knowledge of trust administration, fiduciary principles, trust law, estate administration, taxation, and wealth transfer strategies
- Strong analytical, decision-making, problem-solving, communication, presentation, and relationship-building skills
- Business development and referral generation skills
- High degree of professionalism, discretion, integrity, and confidentiality
Desired Qualifications
- CTFA designation
- JD, CPA, or CFP® credentials
- Graduate Trust School or similar advanced fiduciary training
- Experience serving high-net-worth and ultra-high-net-worth clients
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