Senior Trust Officer: Complex Estates & Wealth

Community Bank, N.A.; Buffalo (NY); In loco; USD 80.000 - 140.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

11 paid holidays

Paid vacation

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Descrizione del lavoro

Community Financial System, Inc. (CFSI) invites applications for a Trust Officer III to develop, service, and administer complex fiduciary accounts in accordance with governing documents and policies.

The role emphasizes estate and trust administration, client communications, and coordination with Wealth Management and other bank departments to ensure compliance and risk management. Minimum five years in the trust industry preferred, with at least three years as a Trust Officer.

Competenze

• J.D., CTFA, CFP, MBA, or related degree required.
• Minimum 5 years in trust industry; at least 3 years as a Trust Officer.
• Strong communication, analytical, and accounting knowledge; detail-oriented.

Mansioni

• Analyze agreements and documents to determine purpose, authority, and requirements.
• Communicate with clients and beneficiaries; document communications thoroughly.
• Maintain accurate and organized files; ensure trust accounting accuracy.
• Perform annual administrative reviews; monitor distributions and liquidity.
• Prepare filings and coordinate with Wealth Management and other departments.
• Supervise assigned personnel; promote services and ensure compliance.

Conoscenze

Interpersonal skills

Written & verbal communication

Public speaking

Analytical thinking

Legal document analysis

Mathematics

Accounting knowledge

Tax knowledge

Attention to detail

Independent work

Time management

Self-starter

Computer skills (Word/Excel/PowerPoint

Trusts and estates knowledge

Investments and employee benefits

Driver's license

Formazione

J.D./CFP/CTFA/MBA or related degree

Bachelor's degree or equivalent

Descrizione del lavoro

Community Financial System, Inc. (CFSI) invites applications for a Trust Officer III to develop, service, and administer complex fiduciary accounts in accordance with governing documents and policies.

The role emphasizes estate and trust administration, client communications, and coordination with Wealth Management and other bank departments to ensure compliance and risk management. Minimum five years in the trust industry preferred, with at least three years as a Trust Officer.