Trust Officer

Bank of Marin; Novato (CA); On-site; USD 99,000 - 147,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K

Profit sharing

Employee stock ownership plan

Tuition reimbursement

Volunteer program

Job summary

Bank of Marin seeks a highly experienced Trust Officer to manage and grow a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors.

The role combines fiduciary administration with relationship management and business development, serving high-net-worth individuals, families, trusts, and estates. You will collaborate with portfolio managers, attorneys, CPAs, and bank partners to drive wealth management solutions.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field or equivalent combination of education and experience.
• Five (5) or more years of experience in trust administration, fiduciary services, private banking, wealth management, estate administration, or related financial services role.
• Experience managing client relationships and administering fiduciary accounts.
• Strong understanding of fiduciary principles, trust administration, estate settlement, and investment management concepts.
• Excellent communication, relationship-building, and client service skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Serve as the primary relationship manager for a portfolio of trust, agency, investment management, and custody accounts.
• Develop and maintain strong relationships with clients, beneficiaries, attorneys, CPAs, and other professional advisors.
• Deliver proactive, high-touch service and address client needs in a timely and professional manner.
• Conduct ongoing client reviews and identify opportunities to deepen relationships and enhance the client experience.
• Administer trust, estate, and agency accounts in accordance with governing documents, fiduciary standards, and applicable laws and regulations.
• Interpret trust agreements, wills, and related legal documents.
• Review and coordinate distributions, transfers, account transactions, and other fiduciary activities.
• Partner with internal and external experts on trust, estate, tax, and legal matters.
• Identify and mitigate fiduciary, operational, compliance, and reputational risks.
• Participate in annual administrative and investment account reviews.
• Coordinate with portfolio managers and investment professionals to ensure client portfolios remain aligned with objectives and risk tolerance.
• Review investment performance and client circumstances and assist with implementing appropriate changes when needed.
• Develop new trust and wealth management business through referrals, networking, and community involvement.
• Participate in meetings with prospective clients and centers of influence.
• Collaborate with partners across the Bank to identify opportunities and deliver comprehensive financial solutions.
• Support achievement of department growth, revenue, and asset goals.

Skills

Relationship management

Client service

Communication

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Office Suite

Job description

Bank of Marin is seeking an experienced Trust Officerto join our Wealth Management & Trust team. This role is responsible for managing and growing a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors.

As a Trust Officer, you will serve as a trusted advisor to high-net-worth individuals, families, trusts, and estates, providing fiduciary oversight, relationship management, and coordination of comprehensive wealth management solutions. The ideal candidate combines strong trust administration knowledge with excellent relationship management and business development skills.

This position offers the opportunity to work closely with clients, portfolio managers, attorneys, CPAs, and bank partners while contributing to the continued growth of one of Northern California's premier community banks.

Bank of Marin is seeking an experienced Trust Officerto join our Wealth Management & Trust team. This role is responsible for managing and growing a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors.

As a Trust Officer, you will serve as a trusted advisor to high-net-worth individuals, families, trusts, and estates, providing fiduciary oversight, relationship management, and coordination of comprehensive wealth management solutions. The ideal candidate combines strong trust administration knowledge with excellent relationship management and business development skills.

This position offers the opportunity to work closely with clients, portfolio managers, attorneys, CPAs, and bank partners while contributing to the continued growth of one of Northern California's premier community banks.

Relationship Management

• Serve as the primary relationship manager for a portfolio of trust, agency, investment management, and custody accounts.
• Develop and maintain strong relationships with clients, beneficiaries, attorneys, CPAs, and other professional advisors.
• Deliver proactive, high-touch service and address client needs in a timely and professional manner.
• Conduct ongoing client reviews and identify opportunities to deepen relationships and enhance the client experience.

Trust & Fiduciary Administration

• Administer trust, estate, and agency accounts in accordance with governing documents, fiduciary standards, and applicable laws and regulations.
• Interpret trust agreements, wills, and related legal documents.
• Review and coordinate distributions, transfers, account transactions, and other fiduciary activities.
• Partner with internal and external experts on trust, estate, tax, and legal matters.
• Identify and mitigate fiduciary, operational, compliance, and reputational risks.

Investment Oversight

• Participate in annual administrative and investment account reviews.
• Coordinate with portfolio managers and investment professionals to ensure client portfolios remain aligned with objectives and risk tolerance.
• Review investment performance and client circumstances and assist with implementing appropriate changes when needed.

Business Development

• Develop new trust and wealth management business through referrals, networking, and community involvement.
• Participate in meetings with prospective clients and centers of influence.
• Collaborate with partners across the Bank to identify opportunities and deliver comprehensive financial solutions.
• Support achievement of department growth, revenue, and asset goals.

Professional / Educational Experience

Required Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or equivalent combination of education and experience.
• Five (5) or more years of experience in trust administration, fiduciary services, private banking, wealth management, estate administration, or a related financial services role.
• Experience managing client relationships and administering fiduciary accounts.
• Strong understanding of fiduciary principles, trust administration, estate settlement, and investment management concepts.
• Excellent communication, relationship-building, and client service skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite.

Preferred Qualifications

• CTFA (Certified Trust and Fiduciary Advisor) designation.
• Additional professional certifications such as CFP®, CFA®, CPA, or JD.
• Business development experience and an established professional network.

The hiring pay range for this position is $99,487 - $146,615. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.

The Bank of Marin is a growing public company with career advancement opportunities. We offer competitive compensation and comprehensive benefit programs including medical, dental, vision, 401K, profit sharing and employee stock ownership plans, tuition reimbursement, and an employee volunteer program.

Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability