Location
West Chester, OH 45069 (on-site)
Overview
The Fiduciary Officer is responsible for the efficient administration of trust accounts for the Bank's wealth management clients. This includes managing accounts where the Bank serves as trustee, executor, administrator, conservator, guardian, or agent. The officer provides expert advice on estate planning and trust administration while ensuring compliance with legal requirements and bank policies. Additionally, the Fiduciary Officer delivers high-level customer service to clients, attorneys, and beneficiaries.
Responsibilities
- Risk Management: Monitor and control risk in all aspects of trust and account administration to ensure compliance and mitigate legal and operational risks.
- Customer Focus: Resolve issues efficiently and effectively for grantors, beneficiaries, and other parties, including handling requests for discretionary distributions.
- Client Service: Administer trust accounts to meet client objectives, aligning with governing documents, state trust codes, policies, and fiduciary principles.
- Account Management: Collaborate with Fiduciary Officers and Wealth Management Coordinators to handle new account setup, account closing, transfers, tax reporting, gifting, bill pay, and all related account administration tasks.
- Data Management: Maintain accurate information in both physical files and trust accounting systems.
Requirements
- Bachelor’s degree required
- 5+ years of relevant experience in fiduciary, personal trust, or trust administration
- CTFA or JD strongly preferred
- Broad knowledge of investments, tax, legal, and bank operations
- Current knowledge of fiduciary standards, principles, and applicable laws
- Proficiency in Word, Excel, and Outlook
- Strong communication, organization, and attention to detail
*** Pay: $100K-$125K (Compensation can vary depending on experience)
