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

YzR1ZzZselBPZCtkOEszYXdGaHlQdlFOZnc9PQ==
  • 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

Hays

Telecom Engineer Job at Hays

 ...Job Description Telecom Engineer Contract Orlando, FL/Remote $58.00 -$60.00/hr. The final salary or hourly wage, as applicable, paid to each candidate/applicant for this position is ultimately dependent on a variety of factors, including, but not limited... 

The University of Texas at Austin

Associate or Full Professor of Piano Job at The University of Texas at Austin

 ...Description The Butler School of Music seeks to hire for a tenured position in piano at the Full or Associate Professor level. The successful candidate will have a national and international reputation in piano performance as well as a proven track record as an artist... 

CHRISTUS Health

Surgical Tech Apprentice / OR / Full-time Job at CHRISTUS Health

 ...Job Description This job requires relocation. Description POSITION SUMMARY: The Surgical Technician Apprentice is member of the surgical technician training program and works under the supervision of the Surgical Technician Educator . This year long training... 

Superprof

Piano Private Tutoring Jobs Job at Superprof

Company Profile Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners. We operate in over 63 countries, making education accessible to everyone, everywhere. Superprof is the perfect opportunity for students, graduates...

MedConnect

Pediatric Neurologist Job at MedConnect

 ...Description Job Description Job Description The Department of Neurology is actively seeking a dedicated, full-time, board-certified/...  ...comprehensive evaluation, treatment, and follow-up care for pediatric neurology patients in both inpatient and outpatient settings....