Trust Officer - $85,000 to $110,000 plus bonus (MOSTLY REMOTE WORK SCHEDULE)
Great opportunity to join a growing investment firm as a Trust Officer.
After an initial on-boarding process lasting 60-90 days (working a HYBRID schedule) - our client is open to candidates who live within a 90 mile radius of Harrisburg, York or Lancaster, PA working a mostly remote work schedule (2-3 office visits per calendar quarter).
Job responsibilities include–
- Work with the broader Investment Team to ensure a coordinated approach to client service.
- Administer trusts, create and maintain trust records, perform trust accounting and ensure compliance with trust administration requirements.
- Review estate planning documents for compliance with execution formalities.
- Coordinate and take primary responsibility for fiduciary tax return preparation and filing.
- Perform quarterly Trust administrative reviews to ensure compliance and respond to necessary follow ups.
Our client is an outstanding organization that is committed to providing a career track for this hire. Again - strong Trust professionals living within 90 miles of south central Pennsylvania would be eligible to work a remote work schedule.
Adam.Fisher@tatum-us.com
