Senior Trust Officer

MRINetwork; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is on the lookout for a Senior Trust Officer to join their dynamic team. This role is perfect for a seasoned professional who thrives in a collaborative environment, managing fiduciary accounts and supporting high-net-worth clients. You will be instrumental in sourcing and developing new accounts while working closely with a team of advisors, attorneys, and CPAs. If you are passionate about providing exceptional service and resolving complex issues, this opportunity is tailor-made for you. Don't miss the chance to make a significant impact in a rewarding role that values your expertise and dedication.

Qualifications

• Extensive experience in administering trusts and managing fiduciary accounts.
• Strong collaboration skills working with wealth advisors and legal professionals.

Responsibilities

• Administer and manage intricate fiduciary accounts and oversee personnel.
• Source and develop new fiduciary accounts while engaging with beneficiaries.

Skills

Trust Administration

Fiduciary Management

Collaboration

Decision-Making

Job description

Senior Trust Officer

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.

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

1. CLICKING “APPLY NOW” ON THIS PAGE (PREFERRED)
2. Email your resume in WORD format to [e-mail]. Please refer to job reference code NB/SeniortrustofficerNC in the subject line.
3. NO CALLS PLEASE