Senior Trust Officer
$98,100–$210,000 year
On-site · Chicago, Illinois, United States
Job Summary
Senior Trust Officer responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, overseeing fiduciary administration and investment activities, ensuring regulatory compliance, and driving business development. Responsibilities include reviewing trust instruments, coordinating opening/closing of accounts, funds movement, client engagement to tailor wealth solutions, risk management, and educating clients and Centers of Influence. Requires expertise in trust administration, fiduciary law, and wealth transfer planning, with a proven track record of closing sales and managing relationships with high-net-worth clients in an in-office Chicago setting.
Required Qualifications
- Minimum of five years of trust administration and estate planning experience
- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
- Knowledge of compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
- Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
- Proven ability to confidently close sales and meet or exceed revenue targets
- Good people/partner communication skills and team-oriented mindset
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