Trust Officer Job at MRINetwork Jobs, Los Altos Hills, CA

bnFQeU1EellwVHo3MjhaRVVOUjBtT2xxd2c9PQ==
  • MRINetwork Jobs
  • Los Altos Hills, CA

Job Description

Excellent opportunity for a Trust Officer in the Peninsula with a very successful regional financial institution.

 

RESPONSIBILITIES:

  • Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy.
  • Perform annual oversight of trust tax reporting.
  • Assist with the development of business in the market you serve.
  • Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources.
  • Manage estate settlements including direct contact with beneficiaries; collection and inventory of assets and personal belongings; arrangement of tax, legal and other professional services.

REQUIREMENTS:

  • Minimum of 5 years related experience in trust administration, estate planning and/or finance. 
  • Bachelors Degree and Certified Trust and Financial Advisor (CTFA) designation preferred
  • Trust, legal or accounting experience (corporate trustee preferred)
  • Knowledge of estate planning concepts
  • The ability to network and have a strong connection to the community you serve
  • Strong relationship building/networking skills that gains trust and confidence
  • Solid problem solving abilities
  • Outstanding verbal and written communication skills
  • Flexibility & ability to work in an environment that is continually evolving
  • Knowledge of investments/tax/real estate  

For further consideration regarding this and/or other opportunities please inquire confidentially to [email protected] or call 916-850-2437.  All inquiries held in strict confidence.  Thank you for your interest. 

Job Tags

Permanent employment, Contract work,

Similar Jobs

Vacation Advertiser

Travel Agent Consultant Job at Vacation Advertiser

 ...Job Title: Travel Consultant Location: Remote (U.S. Mexico, Caribbean, UK, Australia Applicants Only) Job Type: Independent Contractor / Flexible Schedule Overview: Do friends and family turn to you for vacation advice? Turn your passion for travel into a rewarding... 

Grand Hearing Center

Virtual Data Entry Specialist Job at Grand Hearing Center

 ...Friday: 9 AM - 5 PM (Includes 1-hour break + 2 Paid Rest Breaks)...  ...organized, reliable, and enjoy working independently. Both part-time and...  ...Benefits: Competitive hourly pay Flexible work schedule...  ...career advancement Work-from-home convenience Part-time and full... 

Peraton

Customer Technical Specialist Job at Peraton

 ...Program Overview Nationwide program dedicated to maintaining IT infrastructure operations across TSA. Contract supports all US airports and 30+ US Embassy/Consulates international sites across 30 different countries where TSA is present About The Role Peraton... 

Pattern

Senior Ecommerce Manager Job at Pattern

 ...push one of the fastest-growing companies headquartered in the US to the top of the list. Pattern accelerates brands on global ecommerce marketplaces leveraging proprietary technology and AI. Utilizing more than 46 trillion data points, sophisticated machine learning... 

H2 Health

Pediatric Speech Language Pathologist Assistant (SLPA) Job at H2 Health

 ...Speech-Language Pathologist Assistant (SLPA) - Pediatric Outpatient - Longview, Texas Now Hiring Full Time Why This Opportunity Stands Out:...  ...speech therapy services under the supervision of a licensed SLP Implement treatment plans focused on speech, language, and...