Personal Trust Officer — Wealth Management Specialist

Herring Bank; Colorado Springs (CO); Presencial; USD 65.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Paid time off

Vision insurance

401(k)

401(k) matching

Dental insurance

Descripción de la vacante

Herring Bank is hiring a Trust Officer I or II for its Wealth Management - Personal Trust team in Colorado Springs, CO. The role supports or independently administers personal trust portfolios, including estates and IRAs, while ensuring accuracy and regulatory compliance.

The level is determined by experience and expertise. Key duties include client contact, document preparation, asset valuation, and coordination with attorneys and advisors.

Formación

• Bachelor's degree or equivalent experience with trust administration.
• Strong analytical, organizational, and communication skills.
• Ability to work with minimal supervision and manage multiple priorities.

Responsabilidades

• Administer or assist with personal trust portfolios including various fiduciary accounts.
• Serve as primary contact for clients, beneficiaries, attorneys, and advisors.
• Prepare and review trust documents, designations, and related documentation.
• Review instruments, tax forms, and governing documents; ensure compliance.

Conocimientos

Analytical skills

Organizational skills

Decision-making

Time management

Written and verbal communication

Client service

Educación

Bachelor's degree

High school diploma or equivalent

Herramientas

Microsoft Office

Trust accounting systems

Descripción del empleo

Herring Bank is hiring a Trust Officer I or II for its Wealth Management - Personal Trust team in Colorado Springs, CO. The role supports or independently administers personal trust portfolios, including estates and IRAs, while ensuring accuracy and regulatory compliance.

The level is determined by experience and expertise. Key duties include client contact, document preparation, asset valuation, and coordination with attorneys and advisors.