Trust Officer

MidFirst Business Credit, Inc.; Las Vegas (NV); Hybrid; USD 90,000 - 130,000; Full time

Job summary

MidFirst Bank is seeking a Trust Officer to serve as a relationship manager for clients, guiding trust and estate administration and building durable client relationships.

You will advise clients, attorneys, co-trustees and MidFirst Bank officers, while staying current on laws, regulations and industry products relevant to trust accounts.

Qualifications

• Bachelor’s degree in finance or business administration preferred.
• 5+ years in trust and estate administration and planning.
• CTFA or other trust certification desirable.
• Strong verbal and written communication skills.

Responsibilities

• Build multi-generational relationships with trust clients.
• Maintain awareness of laws and regulatory developments in trust administration.
• Review legal documents for policy compliance and accuracy.
• Provide recommendations to management on processing and account maintenance.
• Educate MidFirst employees on trusts, estate matters and related areas.

Skills

Verbal communication

Written communication

Attention to detail

Multi-tasking

Interpersonal skills

Confidentiality

Independent work

Education

Bachelor’s Degree in Finance or Business Administration

Tools

Microsoft Office

Trust accounting systems

Windows OS

Job 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. Duties will include, but are not limited to:

• 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
• Advanced proficiency in verbal and written communication
• 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 requiredEstablish priorities and follow through to completion
• Dependable, cooperative, flexible

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.