Trust Officer

Trust Company of Vermont; Keene (NH); On-site; USD 90,000 - 130,000; Full time

Job summary

The Trust Company of Vermont is seeking a skilled Trust Officer for our Keene, NH office. This position requires a self-starter who seeks a long-term career in fiduciary services and who can provide a high level of client care in a fast-paced environment.

Responsibilities include day-to-day administration, complex relationship management across estate and tax planning, and collaboration with internal teams to implement recommendations while maintaining strict confidentiality.

Qualifications

• Highly organized with great interpersonal skills and the ability to meet time constraints in a high demand environment.
• Experience with financial, legal or tax transactions preferred.
• Analytical expertise, high degree of accuracy with attention to detail required.
• Ability to meet time constraints without constant supervision.
• Professionalism and courtesy in dealing with customers and employees.
• Ability to maintain confidentiality and high reputation in local community.
• Team player, willing to jump in wherever our growing company needs help.
• Strong computer skills, including financial software, CRM, Excel and PowerPoint.

Responsibilities

• Handle ongoing day to day administration of accounts including maintaining internal databases.
• Trust Administration Committee requests and reviewing daily transactions.
• Manage complex relationships and assist in analysis and development of solutions across estate, tax, and financial planning.
• Serve as an additional point of contact for existing clients, responding to requests and questions that arise.
• Process distributions and ensures client’s needs are being met.
• Be or become proficient with eMoney financial planning software to create financial and estate plans and projections for clients as well as present the strategies to clients.
• Work collaboratively with both internal employees and gatekeepers and overseeing the implementation of recommendations.
• Review accounts to ensure compliance with internal policies and procedures.
• Review processes/procedures to help with efficiencies and workflow.
• Continue to gain knowledge in specialized areas including taxes, trust administration, financial planning and estate planning. Mentor others in the organization.

Skills

Organizational skills

Interpersonal skills

Analytical abilities

Attention to detail

Time management

Professionalism

Discretion / confidentiality

Teamwork / collaborative work

Communication

Tools

CRM

Excel

PowerPoint

Financial software

Job description

The Trust Company of Vermont is seeking a skilled Trust Officer for our Keene, NH office.The right candidate is a self-starter and is interested in pursuing a long-term career in the fiduciary industry.This position will be responsible for providing a high level of care to our clients, while working closely with the TCV team to ensure needs are being met.A qualified candidate must be highly organized, well-spoken, and able to work in a fast-paced environment with minimal guidance.

Job Location

Keene, NH

Primary Responsibilities

• Handle ongoing day to day administration of accounts including maintaining internal databases,

Trust Administration Committee requests and reviewing daily transactions.

• Manage complex relationships and assist in analysis and development of solutions across estate, tax, and financial planning.
• Serve as an additional point of contact for existing clients, responding to requests and

questions that arise.

• Process distributions and ensures client’s needs are being met
• Be or become proficient with eMoney financial planning software to create financial and estate plans and projections for clients as well as present the strategies to clients.
• Work collaboratively with both internal employees and gatekeepers and overseeing the implementation of recommendations.
• Review accounts to ensure compliance with internal policies and procedures.
• Review processes/procedures to help with efficiencies and workflow.
• Continue to gain knowledge in specialized areas including taxes, trust administration, financial planning and estate planning.Mentor others in the organization.

Qualifications

• Highly organized with great interpersonal skills and the ability to meet time constraints in a high demand environment.
• Experience with financial, legal or tax transactions preferred.
• Analytical expertise, high degree of accuracy with attention to detail required.
• Ability to meet time constraints without constant supervision.
• Professionalism and courtesy in dealing with customers and employees.
• Ability to maintain confidentiality and high reputation in local community.
• Team player, willing to jump in wherever our growing company needs help.
• Strong computer skills, including financial software, CRM, Excel and PowerPoint.

The Trust Company of Vermont (TCV) is a state-chartered trust and investment management firm serving individuals, families, and institutions. Headquartered in Brattleboro, we have offices in Burlington, Manchester and Rutland, Vermont, and Keene, NH.The Trust Company was chartered as of September 16,1999 becoming the state’s first independent trust company. TCV manages over $4 billion in client assets.

As an employee-owned and locally controlled organization, TCV is structured to remain an independent company in perpetuity. Immune to the effects of corporate consolidation, TCV provides a stable environment for both its clients and employee-owners and offers a generous benefits package.

We’re an equal opportunity employer that empowers our people—no matter their race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.