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

V2dhZURJektIOVJIOW9CQ1A0MHlsTFRFK3c9PQ==
  • 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 mike@scsacramento.com or call 916-850-2437.  All inquiries held in strict confidence.  Thank you for your interest. 

Job Tags

Permanent employment, Contract work,

Similar Jobs

Epic Games

Gameplay Animation Intern Job at Epic Games

 ..., and creative environment. Whether its building award-winning games or crafting engine technology that enables others to make visually...  ...empower content developers worldwide. GAMEPLAY ANIMATION INTERN What You'll Do We are looking for a Gameplay Animation Intern... 

Pfizer

Alopecia Areata Patient Navigator - Central Job at Pfizer

 ...shaping patient engagement strategies and solutions within the SC organization. The PN does not assist with reimbursement support for Pfizer AA treatments but appropriately triages patients to reimbursement resources as needed. Key Responsibilities Patient Education... 

TechNix LLC

Senior Oracle Database Administrator Job at TechNix LLC

 ...Position: Senior Oracle Database Administrator Duration: 12 months with extension possible Location: Columbia, SC (3 days in office, 2 days remote) Special Requirement: Candidate MUST be a SC resident. No relocation allowed. Responsibilities... 

Spectrum Therapeutic Services

Behavior Technician Job at Spectrum Therapeutic Services

 ...Analysis (ABA) therapy to children with Autism Spectrum Disorder (ASD) and other developmental delays. This role offers a unique opportunity to work closely with children and their families in our clinic, in their homes, and within the community. Comprehensive training... 

Revel Staffing

Entry-Level Medical Billing & Coding Assistant Job at Revel Staffing

 ...healthcare organization in Allentown is seeking an Entry-Level Medical Billing & Coding Assistant to support administrative...  ...clinical operations running smoothly. No prior medical office experience is required, but strong attention to detail and communication...