Senior Trust Officer

Jobtailor; Gresham (OR); On-site; USD 110,000 - 170,000; Full time

Job summary

Jobtailor seeks a senior Trust Administrator in Oregon to oversee fiduciary and investment management accounts. You will collaborate with a team of experts to manage risk, ensure compliance with governing documents and U.S.

Bank policies, and strive for high client retention by delivering accurate servicing. Candidates should bring a Bachelor's degree (or equivalent), 10+ years in trust administration, and professional designations (CTFA/CFP/JD/CPA).

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of trust administration experience.
• Professional designation (CTFA, CFP, JD, CPA or National Trust School) required.
• Knowledge of estate settlement, taxation and trusts.
• Knowledge of fiduciary law, tax issues across jurisdictions and regulatory compliance.
• Strong project and information management skills.
• Strong organizational, analytical and problem-solving skills.
• Basic leadership and team-building skills.
• Excellent interpersonal, verbal and written communication.
• Strong customer service and relation skills.

Responsibilities

• Administration, risk management and servicing of fiduciary and investment management accounts.
• May include Relationship Management responsibilities as well as product specialty knowledge and expertise such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.
• Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity.
• Accountable for servicing and retention of existing accounts.
• Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures
• Responsible for meeting all corporate and regulatory compliance standards.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Leadership basics

Team building

Project management

Customer service

Education

Bachelor's degree

CTFA/CFP/JD/CPA or National Trust School

Job description

Responsibilities

• Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts
• May include Relationship Management responsibilities as well as product specialty knowledge and expertise such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.
• Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity
• Accountable for servicing and retention of existing accounts
• Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures
• Responsible for meeting all corporate and regulatory compliance standards

Requirements

• Bachelor's degree, or equivalent work experience
• 10 or more years of experience in Trust administration
• Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program
• Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts
• Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
• Strong project and information management skills
• Strong organizational, analytical and problem-solving skills
• Basic leadership and team-building skills
• Excellent interpersonal, verbal and communication skills
• Well-developed customer service/relations skills