Trust Officer
Job Posting for Trust Officer at AMG NATIONAL TRUST BANK
- Build and maintain highly respected and confidential relationships with clients and beneficiaries; build and maintain multi-generational relationships
- Maintain the highest level of client satisfaction with AMG and its services
- Build and maintain relationships with co-trustees, attorneys, community leaders, accountants, and others
- Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
- Help build and maintain awareness of AMG in the community
- Fully understand and help market the full array of AMG’s services
- Maintain up-to-date knowledge on matters related to trusts, estates, investments and related areas
- Review, understand, summarize and comply with trust legal documents
- Determine appropriate actions for accounts; proactively take and appropriately document such actions
- Ensure compliance with policies, procedures, governing documents and applicable regulations
- Manage investments and cash in client accounts
- Process distributions from client accounts
- Review accounts with clients on a periodic basis, as appropriate
- Determine that all tax returns are filed timely, including quarterly estimated payments
- Correspond with grantors, beneficiaries, co-trustees and others about accounts, as appropriate
- Provide effective trust administration and investment advice to trust and investment management clients
- Proactively develop client relationships and new business
- Accurately and timely establish new accounts using appropriate forms and processes
- Prepare and process court accountings
- Educate other AMG employees regarding trusts, estate and related areas, as requested
- Identify and help implement trust administration process and control improvements
- Maintain highly effective and respectful working relationships with AMG staff in all areas
- Effectively set and communicate priorities
- Regularly attend and actively participate in conference calls and staff meetings as requested
- Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail, effective judgment
- Adapt to changes and new responsibilities
- Operate standard office machines, including computer, printer, scanners, copy machines, fax machines, postage machine
- Other duties as assigned
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Salary.com Estimation for Trust Officer in Greenwood Village, CO
$86,945 to $120,767
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Job openings at AMG NATIONAL TRUST BANK
AMG NATIONAL TRUST BANK
Chicago, IL
Full Time
AMG NATIONAL TRUST BANK
Greenwood, CO
Full Time
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