Trust Officer

MidFirst Bank; Las Vegas (NV); On-site; USD 95,000 - 140,000; Full time

Job summary

MidFirst Bank in Las Vegas is seeking a Trust Officer to serve as a relationship manager for clients, assisting with trust and estate administration. You will build strong relationships with clients, attorneys, co-trustees, CPAs, and MidFirst Bank officers, and identify opportunities through community connections.

Responsibilities include staying current on laws, applying knowledge to complex accounts, reviewing documents for compliance, advising management on process improvements, and mentoring

Qualifications

• Bachelor's Degree, preferably in Finance or Business Administration.
• 5+ years of trust and estate administration experience.
• CTFA or trust certification desirable.
• Deep connections to the community with proven relationship-building.
• Excellent communication and interpersonal skills; able to work independently.

Responsibilities

• Build multi-generational relationships with clients to retain assets.
• Maintain awareness of laws and developments in trust administration.
• Apply knowledge of trust products to moderately complex accounts.
• Review legal documents for compliance with policies and regulations.
• Provide recommendations on transaction processing and account maintenance.
• Educate MidFirst employees on trusts, estate, and related areas.

Skills

Relationship building

Business development

Interpersonal skills

Attention to detail

Communication skills

Community connections

Education

Bachelor's degree in Finance or Business Administration

CTFA or trust certification desirable

Tools

Microsoft Office

Windows OS

Job description

Description

The Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA's, etc.) and MidFirst Bank Officers. Objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and insurance agents.

• Build multi-generational relationships with members to retain assets held in a trust;
• Maintain awareness of emerging products and services and new developments in the industry;
• Keep current on all laws and regulations related to the administration of trust accounts;
• Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.);
• Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations;
• Provide recommendations to management regarding changes to transaction processing and account maintenance;
• Act as educator and mentor to MidFirst employees regarding trusts, estate and related areas;

Requirements

• Bachelor's Degree, preferably in Finance or Business Administration
• Deep connections to the community including a proven track record of building relationships
• Intermediate/Advanced knowledge of trust and estate services and applicable laws
• 5+ years of working experience in trust and estate administration and planning required; 5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
• CTFA or other trust certification desirable
• Working knowledge of Microsoft Office and Windows operating environment
• Working knowledge of trust accounting and related systems
• Proven business development skills
• Advanced proficiency in verbal and written communicationical
• Excellent attention to detail
• Ability to be effective under pressure
• Advanced ability to prioritize and multi-task
• Ability to professionally interact with all levels of employees and clients
• Ability to respect and hold confidential information
• Effectively work independently as required
• Establish priorities and follow through to completion
• Dependable, cooperative, flexible

Equal Opportunity Employer

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.