Trust Officer | Relationship Manager & Estate Expert

MidFirst Bank; Las Vegas (NV); On-site; USD 90,000 - 135,000; Full time

Job summary

MidFirst Bank seeks a Trust Officer to serve as a relationship manager for clients, supporting trust and estate administration and coordinating with attorneys, CPAs, and co-trustees.

You will build multi-generational client relationships, stay current with laws and products, review documents for compliance, and mentor staff on trusts and estate services while pursuing opportunities for new business in the community.

Qualifications

• Bachelor's Degree in Finance or Business Administration.
• 5+ years in trust and estate administration.
• CTFA or similar certification desirable.
• Strong relationship-building and community connections.

Responsibilities

• 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

Skills

Relationship building

Business development

Verbal communication

Written communication

MS Office

Attention to detail

Time management

Education

Bachelor's Degree in Finance/Business

Tools

MS Office

Job description

MidFirst Bank seeks a Trust Officer to serve as a relationship manager for clients, supporting trust and estate administration and coordinating with attorneys, CPAs, and co-trustees.

You will build multi-generational client relationships, stay current with laws and products, review documents for compliance, and mentor staff on trusts and estate services while pursuing opportunities for new business in the community.