What are the responsibilities and job description for the Trust Officer - Now Hiring position at Tolleson Wealth Management?
Job Description
DUTIES AND RESPONSIBILITIES:
- Responsible for fulfillment of fiduciary responsibilities assumed by bank as Trustee, Agent to Trustee and Executor
- Provide excellent client service to clients, including some direct contact with trust creator, beneficiaries, trustees and co-trustees
- Participate in Private Trust's various committee meetings to ensure compliance with Trust Department's Policy
- Communicate with outside advisors, vendors and other agents, as needed to request and obtain information needed to perform fiduciary duties on behalf of bank
- Review of Trusts, Wills, and business succession documents as needed to perform bank's fiduciary trust administration duties
- Handle other duties as assigned or requested
MINIMUM POSITION REQUIREMENTS:
- 5 years of direct personal trust administration experience preferred, but not required
- Law degree a plus, but not required
- Strong client service skills, including contact with ultra-high net worth individuals and families
- Familiarity and understanding of applicable banking / trust laws and regulations
- Desire to work in a rapidly growing business with an extremely high degree of customer service expectations
- Must consent to and have favorable consumer report, background check and drug/alcohol test
OTHER ESSENTIAL CANDIDATES:
- Ability to maintain extreme confidentiality in dealing with client matters
- Ability to "multi-task," manage several projects at one time and follow through to completion
- Willingness to take initiative
- Ability to anticipate issues and be proactive/work quickly to resolve them
- Team player
- Desire to learn, expand responsibility
NO AGENCIES PLEASE
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer.
Salary : $14 - $19