Trust Officer
On-siteGreenfield, Indiana, United States
Greenfield, Indiana, United StatesOn-siteFull Time
Full Time
Job Summary
Manage trust accounts and oversee investment decisions to safeguard client interests and ensure compliance with legal and regulatory requirements. Develop estate planning strategies and wealth management advice while collaborating with portfolio managers, CPAs, and attorneys to align trust objectives with beneficiary goals. Conduct regular client meetings to update performance and address concerns, ensuring timely disbursements and accurate record-keeping for auditing purposes. Maintain current knowledge of state and federal laws to mitigate risks and uphold fiduciary responsibilities.
Required Qualifications
- Bachelor's degree (BA) or Master of Business Administration (MBA) finance, accounting or a related field from a college or university
- Minimum of five (5) years of relevant experience focused on the Trust business either at a corporate fiduciary or law firm
- In depth knowledge of financial markets, investment strategies and all fiduciary products and services surrounding trusts & estate planning, including all legal, tax and regulatory requirements applicable to fiduciary relationships
- Ability to analyze financial data and assess investment opportunities
- Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to clients, advisors and employees
- Skilled communicator, capable of explaining complex financial concepts to clients who may not have a financial background
- Precision in handling documentation and maintaining records
- Strong analytical skills to assess investment opportunities and manage risk
- Excellent interpersonal skills to build relationships with clients and stakeholders
- Intermediate skills in computer terminal and personal computer operation; host computer system; word processing, spreadsheet and specialty software programs
- Intermediate typing skills to meet production needs of the position
- Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
- Ability to deal with complex problems involving multiple facets and variables in non-standardized situations
- Ability to work with minimal or no supervision while performing duties
- Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities
Desired Qualifications
- Advanced degrees or professional certifications such as CFP, CTFA and/or J.D.
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