Senior Trust Officer: Complex Trusts & Estates

Community-Financial-System,-Inc.; Buffalo (NY); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) is seeking a Trust Officer III to develop, service, and administer complex fiduciary accounts in accordance with legal documents and Trust Policy.

You will engage with beneficiaries, attorneys, and accountants, while maintaining accurate files and ensuring regulatory compliance. The role involves overseeing discretionary and non-discretionary accounts, preparing court filings, and mentoring Trust personnel.

Qualifications

• J.D., CTFA, CFP®, MBA, Bachelor’s degree, or related professional experience.
• Minimum five years in trust industry; at least three years as a Trust Officer.

Responsibilities

• Analyze and administer fiduciary accounts per agreements and policy.
• Respond to client/beneficiary inquiries; document communications.
• Prepare interim/final trust accounting and filings.
• Develop new business opportunities for Trust/Wealth Management.
• Supervise staff and provide training as needed.

Skills

Interpersonal skills

Public speaking

Analytical thinking

Tax knowledge

Accounting knowledge

Trusts and estates knowledge

Driver's license

Attention to detail

Communication (verbal/written)

Education

J.D.

Tools

Microsoft Office (Word/Excel/PowerPoint)

Job description

Community Financial System, Inc. (CFSI) is seeking a Trust Officer III to develop, service, and administer complex fiduciary accounts in accordance with legal documents and Trust Policy.

You will engage with beneficiaries, attorneys, and accountants, while maintaining accurate files and ensuring regulatory compliance. The role involves overseeing discretionary and non-discretionary accounts, preparing court filings, and mentoring Trust personnel.