Trust Officer jobs in Montana
Recently Added Trust Officer jobs
Personal Trust Administrator
- D.A. Davidson Companies
-
Great Falls, MT
FULL_TIME
-
Job Description:
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Personal Trust Administrator. You’ll work closely with Trust Officers to deliver an exceptional client experience by diligently administering and managing trust accounts.
Experience and Skills:Qualifications:
- 2 years of prior trust administration or related wealth management experience preferred.
- College degree or equivalent experience (preferably within trust administration) preferred.
- Previous experience in the financial service industry or working knowledge of trust administration and fiduciary services is required.
- Paralegal certification or past employment in the capacity of a paralegal a plus.
- Basic understanding of fiduciary tax issues surrounding trust accounts.
- Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
- Proven ability to follow policies and procedures and exercise good judgment and discretion when working with confidential client information.
- Detail oriented with strong organizational and problem-solving skills.
- Excellent communication skills with the ability to work with various professionals such as Financial Advisors, attorneys, and CPA’s.
Duties:
- Maintain a working knowledge of Davidson Trust Company policies and procedures.
- Open new accounts through established account opening process. Verify that all assets have transferred and are set up properly within 30 days of asset transfer.
- Coordinate with the Trust Officer the necessary actions to be taken to close an account in an accurate and timely manner.
- Process correspondence, reports, proposals as requested by the Trust Officer.
- Assist in the administration of accounts at the direction of the Trust Officer.
- Assist in preparing administrative reviews and requests for discretionary payments as requested by the Trust Officer.
- Complete basic information on annual reviews and coordinate with the Trust Officer.
- Process client remittances and bill payments and ensuring they are per the terms of the trust document and include proper authorization.
- Maintain a thorough knowledge and understanding of trust accounting principles.
- Research and respond to client requests as necessary.
- Review and maintain daily reports and other periodic forms. Monitor and assist in covering overdrafts. Resolve and follow through to completion.
- Perform various administrative functions including file creation and maintenance, managing incoming and outgoing mail/shipments, and maintaining closed files, custody records for additions and withdrawals to the legal vault and account file destruction schedule and records.
- Perform other duties and responsibilities as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Paid holidays Generous sick, vacation, and maternity/parental leave
- Pet Insurance
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies - 1 Month Ago
Northern Rockies Director of Philanthropy
- Trust for Public Land
-
Bozeman, MT
FULL_TIME
- In January 2020, Trust for Public Land launched the power of land for people (2020-2025) strategic plan to fulfill our vision that every American should have close-to-home access to the benefits of na...
- 1 Month Ago
Biosafety Officer
- Montana State University
-
Bozeman, MT
FULL_TIME
- The Office of Research Compliance (ORC) oversees both compliance and safety research related activities at Montana State University (MSU) and represents MSU to federal governmental agencies that provi...
- 10 Days Ago
Security Officer
- S&K Gaming LLC
-
Polson, MT
OTHER
- Benefits: 401(k) 401(k) matching Dental insurance Free uniforms Health insurance Paid time off Tuition assistance Vision insurance SUMMARY: To ensure the safety and liability of S&K Gaming LLC guests ...
- 15 Days Ago
Security Officer
- Providence Health
-
Polson, MT
FULL_TIME
- Description Security Officer - SECURITY POLSON Department, Providence St. Joseph Medical Center, Polson, MT The Safety Management Department is a centralized location for managing a wide variety of pr...
- 15 Days Ago
Admission Officer
- Fort Peck Community College
-
Poplar, MT
FULL_TIME
- Job Purpose: Under general supervision, processes admission applications; performs data input and maintains database information; evaluates transfer credits; receives appointments and calls; greets pr...
- 15 Days Ago
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-
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- Cetera Financial Group
-
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About Montana
Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place".
Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$71,500 to $101,829