Senior Trust Officer - Private & Corporate Trusts

gpac LLC.; Minneapolis (MN); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Competitive salary + bonus

Job summary

gpac LLC. is seeking a Banking Trust Officer in Minneapolis, MN to service private and corporate trust accounts through a relationship-driven approach.

You will conduct ongoing account reviews, assist with fiduciary duties, and collaborate with attorneys, advisors, and internal teams to support estate settlements. The ideal candidate has a Bachelor's degree or higher, 5+ years of trust administration experience, and holds or is pursuing professional trust certifications (CTFA, CFP, CFA, or CES).

Qualifications

• Bachelor's degree or equivalent required.
• 5+ years of trust administration experience.
• CTFA, CFP, CFA, CES or equivalent certifications preferred.
• Strong teammate who enjoys collaboration with internal partners

Responsibilities

• Responsible for trust account servicing, including ongoing account reviews and discretionary distribution reviews.
• Relationship building with advisors, clients, and attorneys.
• Supervise and monitor new account establishment and funding.
• Coordinate estate settlements with attorneys, accountants, and internal trust team

Skills

Trust administration

Relationship building

Team collaboration

Education

Bachelor's degree or equivalent

CTFA, CFP, CFA, CES or equivalent certifications

Job description

gpac LLC. is seeking a Banking Trust Officer in Minneapolis, MN to service private and corporate trust accounts through a relationship-driven approach.

You will conduct ongoing account reviews, assist with fiduciary duties, and collaborate with attorneys, advisors, and internal teams to support estate settlements. The ideal candidate has a Bachelor's degree or higher, 5+ years of trust administration experience, and holds or is pursuing professional trust certifications (CTFA, CFP, CFA, or CES).