Trust and Safety Officer

Strive Solutions; St. Louis (MO); Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

Strive Solutions in St. Louis is seeking a Trust Officer to support clients through trust administration, estate planning, and financial oversight.

You will administer trusts and related accounts, coordinate investment activities within trust structures, and ensure compliance with regulations and internal policies while delivering high‑quality client service using modern documentation tools. The role requires meticulous attention to detail, discretion with sensitive information, and strong

Formación

• Strong knowledge of trust and estate planning concepts and trust administration.
• Attention to detail and ability to handle sensitive information.
• Excellent communication and client relationship skills.
• Ability to apply regulations and follow procedures consistently.
• Proficiency with digital tools for documentation and service delivery.

Responsabilidades

• Administer trusts and related accounts in line with applicable regulations and internal policies
• Assist clients in developing and enhancing estate and financial plans using sound trust administration practices
• Manage investment-related activities within trust structures, coordinating with relevant resources as needed
• Provide high-quality customer service by building trusted relationships and addressing client needs promptly
• Use modern technology tools to support accurate documentation, reporting, and efficient case management
• Maintain compliance standards and ensure records are complete, accurate, and up to date

Conocimientos

Trust administration concepts

Attention to detail

Client communication

Regulatory compliance

Digital tools for documentation

Descripción del empleo

Trust Officer responsible for supporting clients with trust administration, financial oversight, and estate planning.

Key Duties Include

• Administer trusts and related accounts in line with applicable regulations and internal policies
• Assist clients in developing and enhancing estate and financial plans using sound trust administration practices
• Manage investment-related activities within trust structures, coordinating with relevant resources as needed
• Provide high-quality customer service by building trusted relationships and addressing client needs promptly
• Use modern technology tools to support accurate documentation, reporting, and efficient case management
• Maintain compliance standards and ensure records are complete, accurate, and up to date

Qualifications/skills

• Strong knowledge of trust and estate planning concepts and trust administration
• Demonstrated attention to detail, accuracy, and ability to manage sensitive information
• Excellent communication and client relationship skills
• Ability to apply regulations and follow procedures consistently
• Proficiency using digital tools for documentation and service delivery