Required Skills & Experience
- 5 years' experience of relevant fiduciary, personal trust or trust administration
- Proficient experience reading trust documents and understanding them
- Great attention to detail and communication
- Bachelors
Nice to Have Skills & Experience
- CTFA (has to be willing to get this while onsite through the bank. bank will pay for it)
Job Description
A client in the West Chester, OH area is seeking a Fiduciary Officer to join there team permanently. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian, or agent for Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. There will be both proactive and reactive work, and this individual will already have prior understanding of reading and interpreting trust documents, to be able to successfully provide for their clients.
