Fiduciary Trust Officer | Client-Centric Wealth Steward

Central-Bank-c44c5195; Clayton (MO); Sur place; USD 90 000 - 110 000; Plein temps

Résumé du poste

Central Trust Company in Clayton, MO is seeking a fiduciary professional to join a team-oriented trust team as a Trust Officer. You will act as fiduciary officer for assigned trust relationships, interpreting governing documents and administering trusts.

Daily duties include discretionary authority, advising beneficiaries, and collaborating with Wealth Advisors and Investment Officers. Strong listener, communicator, and detail oriented needed; solid MS Office skills required.

Qualifications

• Excellent communication, customer service and organizational skills.
• Professional office appearance and demeanor. Confidentiality a must.
• Attention to detail, numbers aptitude and proficient organizational skills.
• Ability to read and interpret governing documents, operating instructions and policy and procedure manuals.
• Ability to speak effectively with clients and employees.
• Capable of drafting grammatically correct correspondence.
• Working knowledge of Microsoft Office, specifically Word and Excel.
• Ability to use initiative, work independently, perform multiple tasks and meet deadlines simultaneously.

Responsabilités

• Act as fiduciary officer for assigned trust relationships
• Interpret governing documents and administer trusts accordingly
• Exercise discretionary authority within established policy
• Advise beneficiaries and partner with Wealth Advisors and Investment Officers
• Interactive use of the AddVantage trust accounting system and Fidelity custodial system
• Direct the work of Trust Associates in support of client relationships
• Other duties as assigned

Connaissances

Excellent communication

Customer service

Organizational skills

Attention to detail

Interpreting documents

Time management

Formation

CTFA or JD

Outils

Microsoft Word

Microsoft Excel

Description du poste

Central Trust Company in Clayton, MO is seeking a fiduciary professional to join a team-oriented trust team as a Trust Officer. You will act as fiduciary officer for assigned trust relationships, interpreting governing documents and administering trusts.

Daily duties include discretionary authority, advising beneficiaries, and collaborating with Wealth Advisors and Investment Officers. Strong listener, communicator, and detail oriented needed; solid MS Office skills required.