Senior Trust Officer, Private Trust Leader

LPL Financial LLC; Independence Township (OH); On-site; USD 89,000 - 148,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking an Assistant Vice President, Trust Officer – The Private Trust Company to provide day-to-day trust administration and exceptional client service.

You'll manage designated client relationships, oversee fiduciary and account administration, analyze legal documents, and mentor trust specialists while collaborating with advisors, trustees, and CPAs to uphold prudent fiduciary standards and best practices.

Qualifications

• Bachelor’s degree preferred; advanced degree/certification preferred.
• Five years’ experience in trust administration.
• Knowledge of financial planning and fiduciary law.
• Strong written and verbal communication.
• Experience with Microsoft Office and trust/tax accounting applications.

Responsibilities

• Serve as the trust administrator for designated clients, including mentoring and coaching trust specialists.
• Manage financial advisor and client relationships and provide client service for moderately complex to complex relationships.
• Perform fiduciary and account administration, including transactions, tax lot management, and funding review.
• Consult with Trust Administration Committee, Trust Counsel, beneficiaries, trustees, advisors, and CPAs.
• Analyze and interpret legal documents related to estates, tax, and financial plans.

Skills

Verbal communication

Written communication

Organizational skills

Attention to detail

Client relationship management

Education

Bachelor's degree

Advanced degree/certification

Tools

Microsoft Office

Trust accounting software

Job description

LPL Financial LLC is seeking an Assistant Vice President, Trust Officer – The Private Trust Company to provide day-to-day trust administration and exceptional client service.

You'll manage designated client relationships, oversee fiduciary and account administration, analyze legal documents, and mentor trust specialists while collaborating with advisors, trustees, and CPAs to uphold prudent fiduciary standards and best practices.