VP, Fiduciary Services & Trust Administration

Trustee Services Group; Colorado Springs (CO); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus

Health, vision, and life insurance

401(k) with employer match

Competitive starting salary

Job summary

Trustee Services Group LLC in Colorado Springs seeks a Vice President of Fiduciary Services to manage existing trust client relationships and lead the growth of our Front Range practice. You will oversee trust administration, collaborate with attorneys and financial advisors, and guide a team to deliver timely, compliant fiduciary service.

The ideal candidate brings a strong reputation in estate and wealth services, solid knowledge of fiduciary standards, and exceptional relationship skills to

Qualifications

• Bachelor’s degree required.
• Juris Doctorate (JD) or related advanced degree preferred.
• Experience with trusts and estates.
• Understanding of taxes and investments.
• Experience with family foundations and charitable tax planning is a bonus.

Responsibilities

• Serve as primary contact for professional advisors and trust/estate clients.
• Manage and administer trust accounts.
• Ensure compliance with fiduciary responsibilities and trust documents.
• Coordinate with investment advisors to manage trust assets.
• Develop and maintain relationships with attorneys, financial advisors and other partners.

Skills

Trusts & Estates

Taxes & Investments

Family Foundations

Relationship Management

Education

Bachelor’s degree

Juris Doctorate (JD) or advanced degree

Tools

Citrix

WealthHub (Salesforce)

Job description

Trustee Services Group LLC in Colorado Springs seeks a Vice President of Fiduciary Services to manage existing trust client relationships and lead the growth of our Front Range practice. You will oversee trust administration, collaborate with attorneys and financial advisors, and guide a team to deliver timely, compliant fiduciary service.

The ideal candidate brings a strong reputation in estate and wealth services, solid knowledge of fiduciary standards, and exceptional relationship skills to