Trust Officer

Job Description: Trust Officer

RESPONSIBILITIES

As part of the Northwest Trustee Team, the Trust Officer is responsible for the general administration of trusts, estates, guardianships, and other fiduciary relationships of Northwest Trustee & Management Services, LLC. The Trust Officer needs to enjoy people and be able to personally interact in a gracious, yet firm manner with all trust beneficiaries and their professional advisors. The Trust Officer must be a self-starter and realize the importance of quick and accurate work to meet the various deadlines of each trust.

DUTIES

Trust Administration:

• Responsible for overseeing trust administration of assigned fiduciary relationships.
• Responsible for handling non-routine issues relating to specific trusts or beneficiaries, including supervision of personal care and interfacing with the beneficiaries’ professional advisors.
• Advise the Chief Fiduciary Officer regarding specific trust issues.
• Provide/gather clear documentation of all transactions and client interactions.
• Maintain courteous, thoughtful, and empathetic relationship with beneficiaries and their professional advisors.

New Trust Assignment:

• Collaborate with Onboarding staff to complete the documentation to properly convey assets to trusts.
• Effectively work with the Chief Fiduciary Officer to make sure the necessary legal documents are in place for new fiduciary relationships assigned to them.

Other Duties:

• Other duties may be added from time to time, and it is important to realize that this is a multifaceted job in a growing company. Therefore, the position requires an ability to be flexible and to meet the challenges of a changing business environment.

JOB REQUIREMENTS

• College degree and five (5) years’ experience; or ten (10) years of relevant professional experience.
• Desirable background includes legal, trust management, and marketing experience.
• Satisfactory background and credit check.
• Computer literacy: professional experience with Microsoft programs and ability to learn proprietary software.

PERSONAL QUALIFICATIONS

Adherent to our core values:

• Integrity
• Professionalism
• Diligence
• Compassion

A proven track record in the following areas:

• Being a team player relating in a courteous way to clients, vendors and co-workers.
• Ability to organize tasks, track time, and meet deadlines.
• Attention to detail.
• Ability to manage various projects and tasks at the same time and work independently.
• Ability to relate well with people over the phones and in person.
• Ability to maintain confidentiality.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health savings account
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Bachelor's (Preferred)

Experience:

• Financial Trust Officers: 5 years (Required)

Ability to Relocate:

• Spokane, WA 99208: Relocate before starting work (Required)

Work Location: In person