Senior Trust Officer

Westport One; Charlotte (NC); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is searching for a highly skilled VP/SVP Trust Officer to lead trust administration and fiduciary account management. This role involves collaborating with a team of financial professionals to assist high-net-worth clients in navigating complex financial issues. The ideal candidate will inherit a portfolio of accounts and play a pivotal role in sourcing and developing new fiduciary opportunities. If you are a decisive leader passionate about making a difference in the lives of clients, this is the perfect opportunity for you to thrive in a collaborative environment.

Qualifications

• Extensive experience in trust administration and fiduciary account management.
• Strong collaboration skills with financial advisors and legal professionals.

Responsibilities

• Administer trusts and manage complex fiduciary accounts.
• Source and develop new fiduciary accounts while engaging with beneficiaries.

Skills

Trust Administration

Fiduciary Account Management

Collaboration

Decision Making

Job description

Our client is seeking a highly experienced VP/SVP Trust Officer proficient in administering trusts, managing intricate fiduciary accounts, and overseeing fiduciary associates and personnel in account administration.

The ideal candidate should excel in sourcing, developing, and finalizing new fiduciary accounts. You will inherit a portfolio of accounts and engage closely with beneficiaries. Collaboration is key as you will work alongside a wealth advisor, portfolio manager, retirement team, support staff, attorneys, and CPAs.

If you are passionate about aiding high-net-worth individuals and families in resolving complex issues through decisive decision-making within a collaborative team setting, and possess the requisite experience, take action now, stop procrastinating and apply without delay.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance

To apply for this position, submit your resume by choosing one of the following:

• Email your resume in WORD format to [e-mail]. Please refer to job reference code NB/SeniortrustofficerNC in the subject line.
• NO CALLS PLEASE