Fiduciary Officer II

Fiduciary Officer

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.

The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian or agent for Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.

Essential Functions / Responsibilities :

• Manages Risk - Monitors and controls risk in all aspects of trust and account administration, including management and control of unique trust assets
• Customer focus - Resolves problems efficiently and effectively brought by grantors, beneficiaries and others, such as requests for discretionary distributions
• Service to clients - Administers trust accounts, ensuring client objectives are met and are consistent with the governing documents, policies and procedures, State Trust code and sound fiduciary administration principles to best serve the interests of the beneficiaries
• Account Management - Collaborate with other Fiduciary Officers, Wealth Advisors, Private Bankers and Wealth Management Associates on new account paperwork, closing paperwork, wire and ACH transfers, tax reporting, Charitable and non-charitable gifting, principle and income account portfolios, administrative reviews, bill pay, estimated tax payments and liabilities, ticklers, cost basis information, fee set up and modifications and all other account administration from opening to closing.
• Responsible for complete and accurate information in paper file, all digital files and on trust accounting system

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job :

Preferred Knowledge and Skills :

Level of Complexity and Scope :

Degree of Independence and Decision-Making :

Required Supervisory Responsibilities :

Physical Requirements :

Compliance Statement :