OverviewAs a Trust Officer, you’ll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You’ll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You’ll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews.Position is available in Nashville, TN or Atlanta, GAWhat You’ll DoTrust Administration: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards.Distributions: Ensure timely and accurate income and principal distributions to beneficiaries.Risk Management: Identify and mitigate risks associated with trust administration.Client Engagement: Communicate trust provisions clearly and help clients align trust strategies with their financial goals.Documentation: Maintain comprehensive records of trust transactions, correspondence, and legal documents.Professional Collaboration: Partner with legal, tax, and other professionals to manage complex trust accounts.Compliance: Ensure adherence to all applicable laws, regulations, and internal policies.Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience.Business Development: Build a network of internal and external contacts to attract new client relationships.Industry Awareness: Stay current on legal and regulatory developments impacting trust administration.Growth & Visibility: Participate in community events to enhance visibility and attract prospects.Requirements For SuccessExperience & EducationBachelor’s degree in a business-related field or equivalent experience.5+ years of experience in trust administration.Proven success in building and maintaining client relationships.Experience settling estates and managing unique assets.Skills & CompetenciesStrong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities.Ability to work independently and collaboratively within a team.Excellent interpersonal skills and professional presence.Strong analytical, verbal, and written communication skills.Preferred QualificationsAdvanced certifications such as JD, CTFA, or CFP.Conditions of EmploymentMust be able to pass a criminal background & credit checkThis is a full-time, non-remote position with flexibility, including evenings and weekends as needed.FLSA Status: ExemptWe are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Pay RangeUSD $0.00 - USD $0.00 /Yr.Job SummaryCategory: Wealth ManagementPosition Type: Full-TimeRemote: NoLocation : City: BrentwoodLocation : State/Province: TNLocation : Country: US
...Responsibilities Contact provided leads to schedule virtual meetings with clients Present benefit programs and assist clients with enrollment Build and maintain strong client relationships Work closely with your manager to set goals and achieve them...
...Title: Production Associate - Order Picker - Temporary Location St. Petersburg, FL, US, 33572#job-location.job-location-inline... ...Status: Temporary Schedule: Full Time Shift: 1st Shift Nearest Major Market: Tampa Job Segment: Temporary, Contract...
...school diploma or equivalent required. Current BLS Certification (renewed every two years or as required by UVMMC). Graduate of a civilian, military, or hospital-based Surgical Technician program. Eligible to obtain national certification through the CST or TS-C pathway....
...make a meaningful impact, we invite you to join our dynamic team. The Class A/B-CDL Driver will be responsible for operating a Water Truck on construction sites in heavy traffic conditions. Responsibilities: Perform daily pre/post trip inspections with...
...certificate with required endorsements for subject/grade level assigned Meet No Child Left Behind (NCLB) Highly Qualified Teacher requirements for subject/grade level assigned CPR, first aid and AED certification may be required (ex. PE, Marching Band)...