Senior Trust Officer: Trusted Fiduciary Leader

Security Bank & Trust Co.; Glencoe (MN); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading financial institution in Minnesota is seeking a highly experienced Senior Trust Officer to manage high-net-worth client relationships and drive business development initiatives. The ideal candidate should possess a strong knowledge of trust law, at least 5 years of experience in trust and estate administration, and excellent interpersonal skills. This role involves a comprehensive approach to fiduciary services, ensuring compliance with laws and regulations, while cultivating new business opportunities. Join a team dedicated to client satisfaction and community impact.

Qualifications

• Minimum of 5+ years of experience in trust and estate administration.
• Proven ability to manage complex trust structures and relationships.
• Strong knowledge of fiduciary principles and tax implications for trusts.

Responsibilities

• Manage complex trust and estate administration matters with professionalism.
• Develop and maintain relationships with high-net-worth clients.
• Ensure trust accounts comply with federal and state laws.

Skills

Knowledge of trust law

Sales & business development

Communication skills

Technology proficiency

Education

Bachelor’s degree in Finance, Accounting, Banking, Business, or related field

JD, CPA, or CTFA designation

Tools

Trust accounting software

Wealth management software

Job description

A leading financial institution in Minnesota is seeking a highly experienced Senior Trust Officer to manage high-net-worth client relationships and drive business development initiatives. The ideal candidate should possess a strong knowledge of trust law, at least 5 years of experience in trust and estate administration, and excellent interpersonal skills. This role involves a comprehensive approach to fiduciary services, ensuring compliance with laws and regulations, while cultivating new business opportunities. Join a team dedicated to client satisfaction and community impact.