Senior Trust & Estate Advisor

Riverview Bank; Vancouver (WA); On-site; USD 90,000 - 145,000; Full time

Benefits offered by this job

Healthcare benefits

401K plan

Short term & long-term disability

Life insurance

Vacation & sick time

Educational assistance

Several holidays

Job summary

Riverview Bank seeks a seasoned trust professional to manage a diversified book of trust and estate accounts, providing fiduciary guidance and comprehensive administration. You will collaborate with investment officers, attorneys, and tax professionals to support clients’ long-term financial goals, ensure regulatory compliance, and deliver exceptional service.

The role requires 3–5 years in trust or fiduciary services, a bachelor’s degree, and a CTFA/ CFP preferred; competitive compensation and

Qualifications

• 3-5 years of experience in trust administration, estate planning, or fiduciary services.
• Direct Client relationship experience with history of expanding relationships.
• Some level of an external center of influence network.

Responsibilities

• Serve as primary contact for a portfolio of trust and estate accounts.
• Administer accounts in accordance with governing documents, applicable laws, and Riverview Bank policies.
• Coordinate with internal and external partners to manage account activity and resolve client needs.
• Build and maintain strong relationships with clients, beneficiaries, attorneys, and other advisors.
• Participate in client onboarding, including trust document review and account setup.
• Identify opportunities to expand relationships and promote trust and investment services.
• Monitor account performance and conduct annual relationship reviews for compliance and risk oversight.
• Assist with estate settlements and interpretation of complex trust provisions.
• Stay current on fiduciary laws, industry trends, and financial planning best practices.

Skills

Trust administration

Estate planning

Fiduciary services

Client relationship management

Regulatory compliance

Attention to detail

Education

Bachelor's degree or equivalent

CTFA or CFP preferred

Tools

Microsoft Office

Trust accounting systems

Job description

Riverview Bank seeks a seasoned trust professional to manage a diversified book of trust and estate accounts, providing fiduciary guidance and comprehensive administration. You will collaborate with investment officers, attorneys, and tax professionals to support clients’ long-term financial goals, ensure regulatory compliance, and deliver exceptional service.

The role requires 3–5 years in trust or fiduciary services, a bachelor’s degree, and a CTFA/ CFP preferred; competitive compensation and