Trust Officer
Our client, a recognized and leading financial services company headquartered in the MKE market, is looking for a Trust Officer.
This individual will be responsible for the day-to-day management and administration for a wide variety of trust accounts, which may include Settlement, Special Needs, SAM Trusts, Directed Trusts and court supervised trusts, ensuring compliance with applicable laws, regulations, policies and procedures.
Are YOU able to interact professionally with clients; interact with beneficiaries, courts and other third party professionals at all times?
Do YOU have strong interest in acquiring knowledge in the Trust Administration business with a strong sense of confidentiality and ability to exercise sound judgment?
ARE YOU THE RIGHT CANDIDATE?
RESPONSIBILITIES :
- Thorough understanding of trust documents; trust accounting concepts; and tax reporting activities.
- Respond promptly to client distribution requests and make distributions of cash and assets as required.
- Process cash movements, including trust distributions and trust deposits.
- Recommend portfolio realignments for discretionary accounts under the supervision of a Senior Trust Officer.
- Understand the needs of and duties to the principals, income beneficiaries and remaindermen.
- Professional advisor to trust beneficiaries, third party administrators and other service professionals
- Comply with Trust Administration checklists related to opening and closing of accounts; and account reviews.
- Oversee the completion of trust tax returns.
- Complete annual account reviews as required by the South Dakota Division of Banking.
- Handle 150-225 accounts with an average account size of $100,000- $1M with low to medium level of complexity.
- Meet with Trust Committee, as necessary
- Prepare appropriate presentations for Trust Committee review
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