Sr. Trust Officer
BairdEvansville, INOur Trust Officers are experienced fiduciary professionals responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing ... Show more
Correctional officer Jobs in Evansville, IN
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Correctional officer • evansville in
Last updated: 11 days ago
Sales Training Program Reverse Mortgage Loan Officer
Mutual of Omaha Mortgage TPOEvansville, IN, United StatesSales Training Program Reverse Mortgage Loan Officer.Launch your career in the reverse mortgage industry with the backing of one of America's most trusted financial brands Mutual of Omaha, a Fort... Show more
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Casualty Claims Specialist
First Chicago Insurance Company (FCIC)Evansville, IN, USAAt First Chicago Insurance Company, our employees are our biggest asset! It is our mission to attract and retain intelligent, motivated, ethical employees who strive for excellence and growth, and ... Show more
Sr. Trust Officer
BairdEvansville, IN, United StatesOur Trust Officers are experienced fiduciary professionals responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing ... Show more
Divisional Financial Officer
Old National BancorpEvansville, IN, United StatesOld National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part... Show more
Chief Economic Development Officer, Evansville Regional Economic Partnership
The Pace GroupEvansville, IN, United StatesChief Economic Development Officer.The Chief Economic Development Officer (CEDO) serves as a key member of the executive leadership team and is responsible for the strategic direction, execution, a... Show more
MEDIA EXECUTIVE - WFIE
Gray TelevisionEvansville, IN, United StatesToday, we are a growing multimedia company headquartered in Atlanta, Georgia.We are the nation's largest owner of top-rated local television stations and digital assets serving 117 full-power telev... Show more
Soap Maker / Retail Associate Part time
Buff City Soap FranchiseEvansville, IN, USEqual access to programs, services and employment is available to all persons.Those applicants requiring reasonable accommodation to the application and/or interview process should send an email to... Show more
Member Services Representative Part Time
Planet Fitness - Glow BrandsEvansville, IN, USEqual access to programs, services and employment is available to all persons.Those applicants requiring reasonable accommodation to the application and/or interview process should send an email to... Show more
Athletics Annual Giving Officer
University of EvansvilleEvansville, IN, United StatesAthletics Annual Giving Officer.The University of Evansville Athletics Department invites applications for a strategic and relationship-driven Athletics Annual Giving Officer.Reporting directly to ... Show more
1- Chief Development Officer
Boys & Girls Clubs of AmericaEvansville, IN, United StatesThe Chief Development Officer provides strategic leadership and operational oversight for all fundraising, resource development, marketing, public relations, and advancement activities of the Boys ... Show more
Sales Training Program Reverse Mortgage Loan Officer
Mutual of Omaha MortgageEvansville, IN, United StatesSales Training Program Reverse Mortgage Loan Officer.Launch your career in the reverse mortgage industry with the backing of one of America's most trusted financial brands Mutual of Omaha, a Fort... Show more
Certified Registered Nurse Anesthetist (CRNA) - Anesthesiology - General/Other in Kokomo, IN
LocumJobsOnlineEvansville, Indiana, USCertified Registered Nurse Anesthetist | Anesthesiology - General/Other.Competitive weekly pay (inquire for details).LocumJobsOnline is working with VieMed Healthcare Staffing to find a qualified A... Show more
Revenue Cycle Manager
Talley Eye InstituteEvansville, IN, USTalley Eye Institute is seeking an experienced Revenue Cycle Manager to help lead and strengthen the financial operations of our growing multi-specialty ophthalmology practice.This position is idea... Show more
UNARMED Security Officer INDIANAPOLIS
Gamma Team Security IncEvansville, IN, USGamma Team Security urgently is.Patrol the premises and maintain a high level of visibility.Monitor entrances and exits to ensure only authorized personnel access the facility.Respond to reports of... Show more
Security - Officer
Bally’s Dover Casino ResortEvansville, IN, USEnforces company policies/procedures as they apply to the Internal Controls & Indiana Gaming Commission rules/ regulations.Prepares reports and Security logs, dispatches Security Officers to assign... Show more
Mortgage Loan Officer - Indiana - Multiple Locations
Regions FinancialEvansville, IN, United StatesThank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ... Show more
Field Insurance Auditor
Information Providers, IncEvansville, IN, USAHiring: Field Insurance AuditorCompany: Information Providers, Inc.Location: Evansville, INAt Information Providers Inc.IPI), we believe great work starts with great people.Since 1996, we've estab... Show more
Consumer Loan Officer
Liberty Federal Credit UnionEvansville, IN, United StatesLiberty FCU, a full-service credit union, is currently seeking a Consumer Loan Officer.The Consumer Loan Officer plays a critical role in serving our members by identifying their lending needs and ... Show more
Security/Safety Officer
State of IndianaEvansville, IN, USBegin a fulfilling career with the State of Indiana by joining one of the largest employers in the state, offering a range of opportunities across 60+ agencies.At the state, you'll find competitive... Show more
Sr. Trust Officer
BairdEvansville, IN26 days ago
Job type
- Full-time
Job description
About the Role:
Our Trust Officers are experienced fiduciary professionals responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing personalized, high-level service to clients. Our Trust Officers work closely with our Financial Advisors to ensure our clients’ wishes are carried out based on the terms of the trust document.
This position requires on-site attendance five days per week in our Evansville, IN office, for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.
The Impact You’ll Make:
- Professional trust administration within the scope of the governing document and in accordance with applicable state law
- Provide proactive solutions to client needs and deliver prompt, professional communication to clients and Financial Advisors
- Demonstrate expertise on the terms and practical application of trust document provisions, understanding how each trust fits within larger, complex relationships with a variety of account types
- Educate trust beneficiaries on the terms and requirements of the trust
- Navigate complex family dynamics
- Prepare necessary documentation and recommendation for Administrative Review Committee on any discretionary decisions to be made on behalf of beneficiary
- Coordinate client requests for funds including regular remittances and disbursements
- Facilitate communication between multiple beneficiaries, internal and external advisors, and co-trustees, as well as act as a referral network
- Understand trust taxation and consider tax implications for current and remainder beneficiaries
- Work with internal partners to provide appropriate oversight of non-standard assets (real estate, promissory notes, mortgages, closely held businesses, oil and gas interests)
- Assistance in implementing personal and charitable gifting strategies
- Manage allocation of income and principal for distributions, including trust-related expenses and distributions on behalf of clients and beneficiaries
- Facilitate annual IRA Required Minimum Distributions
- Monitor daily transactions posted to trust accounts to ensure accuracy
- Collaborate with the client’s advisors, attorneys, and accountants, on complex administrative matters
- Provide mentorship to team members and others within Trust Administration
- Prepare 60-day and annual account reviews
- Serve on Administrative Review Committee or Policies and Procedures Committee
- Occasional travel for client meetings
What You’ll Bring to Baird:
- Advanced knowledge of fiduciary law, trust taxation, and estate settlement principles and theories
- Expertise in understanding and explaining Trust documents and Wills/Codicils
- Solid knowledge of TrustDesk (preferred) or other trust accounting systems
- High School diploma required or an equivalent combination of education, training or experience
- Post-secondary degree preferred
- 5+ years minimum experience in trust administration
- CTFA a plus, but not required
- JD a plus, but not required
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