Position Details

Salary $71K – $125K USD / year

Type Full-Time

Experience mid

Exp. Years 5+ years

Education Bachelor's degree in accounting or finance or equivalent experience

Category Finance & Accounting

About this role

Supports fiduciary responsibilities for the administration and post-death settlement of fiduciary accounts for ultra-high-net-worth clients, delivering sophisticated trust/estate solutions and nurturing client relationships. Works within a team to meet production goals and retain business.

Key Responsibilities

Maintains fiduciary expertise; designs fiduciary solutions for HNW clients; administers complex accounts; advises field teams on fiduciary issues; supports client retention and revenue growth

Technical Overview

Focus on fiduciary trust administration with tools including Salesforce and Trust Accounting System; standard MS Office suite; compliance with internal fiduciary policies and regulatory requirements.

Ideal Candidate

The ideal candidate is a senior fiduciary professional with 5+ years of ultra-high-net-worth client experience, capable of leading sophisticated trust and estate administration while expanding client relationships within a private banking setting.

Must-Have Skills

Undergraduate degree or equivalent experience5 years client advisory experience to ultra-affluent clientsDemonstrated fiduciary experienceExperience with high-net-worth clients (private bank)Ability to plan own workflow to meet deadlines

Nice-to-Have Skills

Center of Influence (COI) inquiriesOrganizational skillsProficiency with proprietary software/databases/systemsDiscretion handling highly sensitive informationProficiency in all Microsoft Office Applications

Tools & Platforms

SalesforceMicrosoft OfficeTrust Accounting SystemCE Desktop

Required Skills

fiduciarytrust administrationestate administrationclient advisoryhigh net worthprivate bankingwealth managementSalesforceComprehensive Practice ManagementMicrosoft OfficeCenter of InfluenceCOITrust Accounting SystemCE Desktopbachelor's degreeundergraduate degree5 yearsultra-affluentbankingfinancial services

Hard Skills

SalesforceMicrosoft OfficeTrust Accounting SystemCE Desktop

Soft Skills

Client focusCommunicationRelationship managementTeam collaborationAttention to detailProblem solvingTime management

Industry & Role

Industry Banking

Job Function Oversee fiduciary/trust administration for high-net-worth clients and drive revenue growth through client relationships

Role Subtype Trust Officer

Keywords for Your Resume

trust officerfiduciarytrust administrationestate administrationhigh net worthprivate bankingwealth managementSalesforceCenter of InfluenceCOIComprehensive Practice ManagementMicrosoft OfficeTrust Accounting SystemCE DesktopBachelor's degreeundergraduate degree5 yearsultra-affluentBrooklynOhiohybridclient advisorybankingfinancial services

Deal Breakers

Bachelor's degree not satisfied, Less than 5 years of client advisory/fiduciary experience, Not located in or willing to work in Brooklyn, Ohio

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KPB Trust Officer

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