Senior Trust & Estate Advisor

United Community Banks Inc.; Greenville (SC); Híbrido; USD 90 000 - 140 000; Tempo integral

Resumo da oferta

United Community Banks Inc. seeks an experienced Trust Officer to manage and administer trust accounts in compliance with fiduciary standards. You will build durable client relationships and collaborate with Private Bankers and Portfolio Managers to support trust services and growth.

You will oversee distributions, risk management, and documentation, while staying current on laws and regulations affecting trust administration and estate matters. This is a full-time on-site role in Greenville, SC.

Qualificações

• Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities.
• Ability to work independently and collaboratively within a team.
• Excellent interpersonal skills and professional presence.
• Strong analytical, verbal, and written communication skills.

Responsabilidades

• Trust Administration: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards.
• Distributions: Ensure timely and accurate income and principal distributions to beneficiaries.
• Risk Management: Identify and mitigate risks associated with trust administration.
• Client Engagement: Communicate trust provisions clearly and help clients align trust strategies with their financial goals.
• Documentation: Maintain comprehensive records of trust transactions, correspondence, and legal documents.
• Professional Collaboration: Partner with legal, tax, and other professionals to manage complex trust accounts.
• Compliance: Ensure adherence to all applicable laws, regulations, and internal policies.
• Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience.
• Business Development: Build a network of internal and external contacts to attract new client relationships.
• Industry Awareness: Stay current on legal and regulatory developments impacting trust administration.
• Growth & Visibility: Participate in community events to enhance visibility and attract prospects.

Conhecimentos

Trust & estate law knowledge

Client relationship management

Analytical communication

Formação académica

Bachelor's degree in business or related field

Descrição da oferta de emprego

United Community Banks Inc. seeks an experienced Trust Officer to manage and administer trust accounts in compliance with fiduciary standards. You will build durable client relationships and collaborate with Private Bankers and Portfolio Managers to support trust services and growth.

You will oversee distributions, risk management, and documentation, while staying current on laws and regulations affecting trust administration and estate matters. This is a full-time on-site role in Greenville, SC.