Trust Officer

Adams, Inc.; Indianapolis (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

Adams, Inc. in Indianapolis seeks an experienced Personal Trust Officer to oversee administration of trust accounts, estates, guardianships and custody arrangements for a growing client base.

The role manages a portfolio around $100 million across about 100 accounts, handles probate matters, estate settlements, tax payments, and collaborates with the EVP of Trust/Wealth to deliver tailored fiduciary services.

Qualifications

• 7-10 years of personal trust experience.
• Experience with probate, wills, and estate settlements.
• Ability to manage fiduciary relations for multiple accounts.

Responsibilities

• Administer trust accounts, estates, guardianships, and custody arrangements.
• Coordinate probate processes and estate settlements, including tax matters.
• Report to EVP of Trust/Wealth and collaborate with internal teams.

Skills

Personal trust

Estate administration

Probate

Client relations

Job description

TRIN69932 - Trust Officer - Indianapolis, IN

Our client is a fast growing, healthy regional bank group in Indianapolis, Indiana looking to hire a Personal Trust Officer.

• Responsible for the administration of a wide range of trust accounts, court supervised trusts, estates, guardianships and custody accounts.
• Will inherit a portfolio that is roughly $100 million for 100 accounts and will be dealing with probate wills, settling estates of decedents, arranging for the probate of the will and overseeing the payment of all taxes.

The ideal candidate should have 7-10 years of personal trust experience. This person will report to the EVP Of Trust / Wealth.

• Competitive salary and benefits.