Trust & Estates VP: Global Fiduciary Advisor
TwinThread
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Benefits offered by this job
Job summary
TwinThread is seeking a Trust Officer VP in Wealth Management Solutions, part of its Global Trusts & Estates Practice. In this role, you will oversee trust administration, analyze trust documents, and develop relationships with beneficiaries and advisors. You will partner with Wealth Advisors to drive new trust business and enhance existing client relationships.
The ideal candidate should have a Bachelor’s Degree, 7+ years of experience in fiduciary services, and a strong grasp of trust law and tax regulations. Comprehensive benefits and competitive compensation await the right individual.
Qualifications
- In-depth knowledge of legal, tax, and regulatory requirements applicable to fiduciary relationships.
- Minimum of 7 years of relevant experience in the Trust business.
- Comprehensive understanding of tax implications and planning for clients.
Responsibilities
- Oversee trust administration and analyze legal and tax documents.
- Make recommendations on discretionary powers as a trustee.
- Develop relationships with beneficiaries and advisors.
Skills
Education
Job description
TwinThread is seeking a Trust Officer VP in Wealth Management Solutions, part of its Global Trusts & Estates Practice. In this role, you will oversee trust administration, analyze trust documents, and develop relationships with beneficiaries and advisors. You will partner with Wealth Advisors to drive new trust business and enhance existing client relationships.
The ideal candidate should have a Bachelor’s Degree, 7+ years of experience in fiduciary services, and a strong grasp of trust law and tax regulations. Comprehensive benefits and competitive compensation await the right individual.
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