Senior Trust Officer

Bank of Utah; Salt Lake City (UT); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Weekday schedule

401(k) match

Paid holidays

Volunteer opportunities

Job summary

Bank of Utah in Salt Lake City seeks a Trust Officer to oversee fiduciary accounts and client relationships at the City Creek Branch. You will administer accounts, coordinate with attorneys, review assets, and ensure compliant, accurate trust operations.

The ideal candidate has a Bachelor's degree (or equivalent), 5–10 years fiduciary experience, and CTFA/CFP preferred; proficiency with AccuTrust, Director, and Unity is a plus. Monday–Friday work schedule.

Qualifications

• Bachelor’s degree or equivalent experience.
• Five to ten years of fiduciary administration and relationship management experience.
• CTFA or CFP certifications preferred.
• Proficiency in Microsoft Office and trust/accounting software such as AccuTrust, Director, Unity.

Responsibilities

• Administer assigned fiduciary accounts and related documents.
• Coordinate with clients and attorneys on trust and fiduciary matters.
• Review assets and prepare governing documents for accounts.
• Direct and approve receipts, disbursements, and tax-related actions.
• Develop new business through referrals and relationship-building with lawyers, CPAs, and investment advisors.

Skills

Client relationship management

Communication skills

Attention to detail

Education

Bachelor’s degree or equivalent experience

CTFA or CFP certifications preferred

Tools

AccuTrust

Director

Unity

Job description

Bank of Utah in Salt Lake City seeks a Trust Officer to oversee fiduciary accounts and client relationships at the City Creek Branch. You will administer accounts, coordinate with attorneys, review assets, and ensure compliant, accurate trust operations.

The ideal candidate has a Bachelor's degree (or equivalent), 5–10 years fiduciary experience, and CTFA/CFP preferred; proficiency with AccuTrust, Director, and Unity is a plus. Monday–Friday work schedule.