Trust Officer jobs in United States, Florida, Boca Raton

Trust Officer II (TO II)-
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Responsibilities:

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
• Works with Market leaders and engages clients and prospects to plan, build, and transfer wealth tailored to their unique goals, while delivering a high-quality experience
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

:

• Business Development
• Client Management
• Customer and Client Focus
• Risk Management
• Wealth Planning
• Client Experience Branding
• Client Solutions Advisory
• Decision Making
• Presentation Skills
• Process Management
• Attention to Detail
• Critical Thinking
• Financial Analysis
• Planning
• Prospecting

High School Diploma / GED / Secondary School or equivalent

Skills:

• Account Management
• Customer and Client Focus
• Oral Communications
• Risk Management
• Written Communications
• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Problem Solving
• Active Listening
• Attention to Detail
• Client Management
• Process Simplification
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical expertise and knowledge. This is a non licensed associate role.

Responsibilities:
* Assigns tasks to the Settlement Assistants, monitors progress and approves completed work.
* Responsible for coaching, developing, and mentoring assistants and junior level officers within the Settlement team.
* Builds and maintains relationships with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and coordinates communication with internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk.
* Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention.
* Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration.
* Responsible for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other business lines.
* Participates in sales calls as needed, offering Estate Settlement expertise.
* Coordinates communication with internal support partners (Tax, Compliance, Real Estate, Private Business Group) to ensure accurate, timely, and efficient administration and to manage business risk.
* Builds and maintains relationships with external business partners (Attorneys and CPAs) and other organizations to promote awareness of Estate Settlement Services.
* Acts as a technical resource to colleagues within and outside of Estate Settlement team.
* Will involve responsibility for coaching, developing, and mentoring assistants.

Requirements/Desired Skills:
* BS/BA or equivalent experience required
* JD, advanced degree and/or certifications preferred
* Minimum of 2-3 years of personal trust/estatesettlement/investmentrelated experience
* Excellent interpersonal and technical skills
* Demonstrates excellent oral, written, and presentation skills
* Exceptional organizational skill

Skills:

• Account Management
• Customer and Client Focus
• Oral Communications
• Risk Management
• Written Communications
• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Problem Solving
• Attention to Detail
• Client Management
• Mentoring
• Process Simplification
• Referral Identification

High School Diploma / GED / Secondary School or equivalent