Senior Trust & Estates Officer

Community Bank, N.A.; North Bailey (NY); Presencial; USD 80 000 - 140 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

11 paid holidays

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Career development opportunities

Resumo da oferta

Community Bank, N.A. is seeking a Trust Officer III to develop, service, and administer fiduciary accounts with complex assets, including estates and trusts. You will work within the Wealth Management and Trust teams to ensure regulatory compliance and exceptional client service.

The role requires strong analytical skills, financial acumen, and the ability to manage multiple high-stakes accounts. A JD/CFP/CTFA or related degree and at least five years of experience are expected.

Qualificações

• Minimum five (5) years' experience in wealth management or trust/estate industry.
• J.D., CTFA, CFP, MBA, Bachelor's degree, or related professional experience required.
• Strong interpersonal, written and verbal communication skills; ability to work independently and manage deadlines.

Responsabilidades

• Analyze agreements and legal documents to determine purpose, authority, and tax considerations.
• Maintain and organize client files and ensure accurate coding in trust accounting systems.
• Develop new business opportunities with Wealth Management and Trust departments.
• Promote services and build relationships with professionals for cross-selling opportunities.
• Supervise assigned personnel and provide training as needed.

Conhecimentos

Interpersonal skills

Public speaking

Analytical

Problem solving

Ability to interpret legal documents

Mathematics

Accounting knowledge

Income tax knowledge

Attention to detail

Self-starter

Computer skills (Word, Excel, PowerPoi

Trusts, estates knowledge

Valid driver’s license

Formação académica

J.D., CTFA, CFP, MBA, Bachelor's degree, or related professional experience

Ferramentas

Word

Excel

PowerPoint

Descrição da oferta de emprego

Community Bank, N.A. is seeking a Trust Officer III to develop, service, and administer fiduciary accounts with complex assets, including estates and trusts. You will work within the Wealth Management and Trust teams to ensure regulatory compliance and exceptional client service.

The role requires strong analytical skills, financial acumen, and the ability to manage multiple high-stakes accounts. A JD/CFP/CTFA or related degree and at least five years of experience are expected.