Sr. Trust Officer

gpac; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player in the banking sector is seeking a Trust Officer to manage trust accounts and foster long-term client relationships. This role emphasizes collaboration with internal teams and external partners, ensuring compliance with legal standards while providing exceptional service. With over a decade of experience in trust administration, the ideal candidate will possess strong communication skills and a deep understanding of trust services. The bank offers a competitive salary and an excellent benefits package, making this an attractive opportunity for seasoned professionals looking to make a significant impact in their field.

Benefits

Competitive salary

Bonus incentive program

Excellent benefits package

Employee retention programs

Qualifications

• 10+ years of relevant trust administration experience required.
• Strong communication and relationship-building skills essential.

Responsibilities

• Responsible for trust account servicing and ongoing account reviews.
• Supervise new account establishment and ensure timely estate settlement.

Skills

Trust administration

Communication skills

Relationship building

Business growth experience

Education

Bachelor's degree

JD or Master's degree

Tools

Trust investment knowledge

Brokerage services experience

Job description

Trust Officer

This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications

• Bachelor's degree or equivalent
• JD and/or Masters degree preferred
• 10+ years of relevant trust administration experience
• Strong teammate who enjoys collaboration with internal and external partners
• CTFA, CFP, CFA, CES, or equivalent preferred
• Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels
• Business growth experience a plus
• Communication skills must be top tier

Trust Officer Responsibilities

• Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
• Accountable for servicing and retention of existing accounts.
• Supervise and monitor new account establishment and funding.
• Work internal trust team, attorneys, and accountants to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.

This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.

For additional information on this opportunity, please contact JJ directly at (224)-278-9294. Resumes may be confidentially sent to [e-mail].

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.