Senior Trust Officer & Wealth Advisor

Bank of Marin; Novato (CA); On-site; USD 99,000 - 147,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K

Profit sharing

Employee stock ownership plan

Tuition reimbursement

Volunteer program

Job summary

Bank of Marin seeks a highly experienced Trust Officer to manage and grow a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors.

The role combines fiduciary administration with relationship management and business development, serving high-net-worth individuals, families, trusts, and estates. You will collaborate with portfolio managers, attorneys, CPAs, and bank partners to drive wealth management solutions.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field or equivalent combination of education and experience.
• Five (5) or more years of experience in trust administration, fiduciary services, private banking, wealth management, estate administration, or related financial services role.
• Experience managing client relationships and administering fiduciary accounts.
• Strong understanding of fiduciary principles, trust administration, estate settlement, and investment management concepts.
• Excellent communication, relationship-building, and client service skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Serve as the primary relationship manager for a portfolio of trust, agency, investment management, and custody accounts.
• Develop and maintain strong relationships with clients, beneficiaries, attorneys, CPAs, and other professional advisors.
• Deliver proactive, high-touch service and address client needs in a timely and professional manner.
• Conduct ongoing client reviews and identify opportunities to deepen relationships and enhance the client experience.
• Administer trust, estate, and agency accounts in accordance with governing documents, fiduciary standards, and applicable laws and regulations.
• Interpret trust agreements, wills, and related legal documents.
• Review and coordinate distributions, transfers, account transactions, and other fiduciary activities.
• Partner with internal and external experts on trust, estate, tax, and legal matters.
• Identify and mitigate fiduciary, operational, compliance, and reputational risks.
• Participate in annual administrative and investment account reviews.
• Coordinate with portfolio managers and investment professionals to ensure client portfolios remain aligned with objectives and risk tolerance.
• Review investment performance and client circumstances and assist with implementing appropriate changes when needed.
• Develop new trust and wealth management business through referrals, networking, and community involvement.
• Participate in meetings with prospective clients and centers of influence.
• Collaborate with partners across the Bank to identify opportunities and deliver comprehensive financial solutions.
• Support achievement of department growth, revenue, and asset goals.

Skills

Relationship management

Client service

Communication

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Office Suite

Job description

Bank of Marin seeks a highly experienced Trust Officer to manage and grow a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors.

The role combines fiduciary administration with relationship management and business development, serving high-net-worth individuals, families, trusts, and estates. You will collaborate with portfolio managers, attorneys, CPAs, and bank partners to drive wealth management solutions.