What are the responsibilities and job description for the Trust Officer position at Gpac?
A growing Trust and Investment company is looking to add experienced Trust Officers to its team. The right individuals will have a demonstrated history providing clients with expert advice on trust and estate matters. Creating and overseeing trusts under the terms of the governing trust documents. Trust Officers are responsible for knowing and following all company policies and procedures.
Role & Responsibilities:
- Review, daily transactions and follow-up to ensure accurate processing and escalate any issues to management.
- Ensure Tax preparation procedures are followed and completed.
- Administer a portfolio of key clients.
- Ensure all projects are completed in a timely manner.
- Ensure account files are kept up to date.
- Review annual risk, investment and other reviews as necessary.
Minimum Qualifications:
- Bachelor's degree in business, accounting, finance, legal or relevant field.
- Juris Doctorate
- 5-8 years working in trust administration or combination of education and experience.
- Proficient in Microsoft Office Suite, Adobe, cloud-based software, and willing to learn any new programs.
Only qualified applicants will be considered and contacted
To find out more about this position, apply directly. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Salary : $85,400 - $108,000
