Senior Trust Leader — High Net Worth & Fiduciary Expert

Blackhawk Bank & Trust; Pleasant Valley Township (IA); Presencial; USD 110.000 - 140.000; Tempo integral

Resumo da vaga

Blackhawk Bank & Trust in the Quad Cities region seeks a Senior Trust Officer to provide senior leadership in administration, management, and growth of the Trust Department. You will oversee daily trust administration, asset management, and regulatory compliance while guiding Trust Officers and support staff.

The role emphasizes high-net-worth relationships, business development collaboration, and mentoring, with strong emphasis on trust laws, fiduciary standards, and exceptional client service.

Qualificações

• Bachelor’s degree in business-related field preferred.
• Previous experience in Trust administration.
• Supervisory or leadership experience within a Trust or Wealth Management environment preferred.
• Trust-related certification is preferred.
• Proficiency in trust accounting software and related technology.
• Knowledge of state and federal trust regulations.

Responsabilidades

• Oversee trust administration, asset management, accounting, distributions, investments, and tax reporting, ensuring compliance with legal and fiduciary requirements.
• Serve as Trust Officer for complex and high net worth accounts, acting as primary contact for beneficiaries and interested parties.
• Review and approve trust documents, transactions, and Trust Officer work for accuracy and compliance.
• Manage asset allocation, investment performance, and risk mitigation in line with trust objectives.
• Identify and resolve complex trust issues and disputes.
• Supervise, mentor, and develop Trust Officers and staff, including performance management and training.
• Participate in hiring, onboarding, and retention of Trust department staff.
• Ensure department wide compliance, controls, and support audits and regulatory exams.
• Meet with current and prospective clients to assess needs and support business development.
• Build relationships with beneficiaries, attorneys, CPAs, and internal partners; participate in branch and industry events.
• All other duties assigned.

Conhecimentos

Leadership

Communication

Analytical

Attention to detail

Teamwork

Financial analysis

Formação

Bachelor's degree in business-related field

Trust-related certification (preferred)

Ferramentas

Trust accounting software

Descrição da vaga

Blackhawk Bank & Trust in the Quad Cities region seeks a Senior Trust Officer to provide senior leadership in administration, management, and growth of the Trust Department. You will oversee daily trust administration, asset management, and regulatory compliance while guiding Trust Officers and support staff.

The role emphasizes high-net-worth relationships, business development collaboration, and mentoring, with strong emphasis on trust laws, fiduciary standards, and exceptional client service.