Trust Officer

Riverview Bank; Vancouver (WA); On-site; USD 90,000 - 145,000; Full time

Benefits offered by this job

Healthcare benefits

401K plan

Short term & long-term disability

Life insurance

Vacation & sick time

Educational assistance

Several holidays

Job summary

Riverview Bank seeks a seasoned trust professional to manage a diversified book of trust and estate accounts, providing fiduciary guidance and comprehensive administration. You will collaborate with investment officers, attorneys, and tax professionals to support clients’ long-term financial goals, ensure regulatory compliance, and deliver exceptional service.

The role requires 3–5 years in trust or fiduciary services, a bachelor’s degree, and a CTFA/ CFP preferred; competitive compensation and

Qualifications

• 3-5 years of experience in trust administration, estate planning, or fiduciary services.
• Direct Client relationship experience with history of expanding relationships.
• Some level of an external center of influence network.

Responsibilities

• Serve as primary contact for a portfolio of trust and estate accounts.
• Administer accounts in accordance with governing documents, applicable laws, and Riverview Bank policies.
• Coordinate with internal and external partners to manage account activity and resolve client needs.
• Build and maintain strong relationships with clients, beneficiaries, attorneys, and other advisors.
• Participate in client onboarding, including trust document review and account setup.
• Identify opportunities to expand relationships and promote trust and investment services.
• Monitor account performance and conduct annual relationship reviews for compliance and risk oversight.
• Assist with estate settlements and interpretation of complex trust provisions.
• Stay current on fiduciary laws, industry trends, and financial planning best practices.

Skills

Trust administration

Estate planning

Fiduciary services

Client relationship management

Regulatory compliance

Attention to detail

Education

Bachelor's degree or equivalent

CTFA or CFP preferred

Tools

Microsoft Office

Trust accounting systems

Job description

Description

Summary: This role manages a book of mostly trust accounts, provides fiduciary guidance, trust administration services, and delivers exceptional client service. This role involves relationship management, trust administration, estate planning support, and coordination with internal and external professionals to ensure clients’ long term financial and estate planning goals are met.

Job Details

Summary: This role manages a book of mostly trust accounts, provides fiduciary guidance, trust administration services, and delivers exceptional client service. This role involves relationship management, trust administration, estate planning support, and coordination with internal and external professionals to ensure clients’ long term financial and estate planning goals are met.

The salary for this role will be between $90,000 and $145,000. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays.

• healthcare benefits
• 401K plan
• short term & long-term disability coverage
• life insurance
• vacation & sick time
• educational assistance
• several holidays

Certain roles are eligible for additional rewards

Job Functions

• Serve as primary contact for a portfolio of trust and estate accounts (or others as part of a larger relationship or specialization).
• Administer accounts in accordance with governing documents, applicable laws, and Riverview Trust Company and Riverview Bank policies.
• Coordinate with internal and external partners (e.g., investment officers, external legal team, tax professional, operations) to manage account activity and resolve client needs.
• Build and maintain strong relationships with clients, beneficiaries, attorneys, and other advisors or keep people within the client’s relationship team.
• Participate in client onboarding, including trust document review and account setup.
• Identify opportunities to expand relationships and promote trust and investment services.
• Monitor account performance in accordance with the IPS and investment team, conduct annual/all-encompassing relationship reviews, and ensure regulatory compliance and risk oversight is adhered to.
• Assist with estate settlements, trust administration and the interpretation of complex trust provisions as needed.
• Stay current on fiduciary laws, industry trends, and financial planning best practices.

Experience And Education

• 3-5 related years of experience in trust administration, estate planning, or fiduciary services.
• Direct Client relationship experience and history of expanding relationships, as well as experience with prospecting/looking for new opportunities to grow an existing book of business
• Some level of an external center of influence network

Bachelor's degree or the equivalent combination of education, training and experience OR an equivalent combination of education and experience. Cannon or ABA accreditations preferred (specifically CTFA or CFP)

Knowledge, Skills And Abilities

• Solid understanding of trust law, estate planning concepts, and fiduciary responsibility.
• Demonstrated interpersonal, written, and verbal communication skills.
• High attention to detail and ability to manage multiple priorities.
• Client-focused mindset with a commitment to confidentiality and ethical conduct.
• Proficiency in trust accounting systems and Microsoft Office Suite

Physical Demands

While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to frequently use computer and office equipment, such as a computer, printer, and copier, as well as computer software such as Microsoft Office.

This position also frequently requires being stationary at a workstation for long periods of time.The employee also needs to be able to adapt well in the face of workplace stressors such as customer service complaints and competing priorities of reasonable or high significance.

Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings.

Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.