OverviewAs a Trust Officer, you’ll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You’ll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You’ll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews.Position is available in Nashville, TN or Atlanta, GAWhat You’ll DoTrust Administration: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards.Distributions: Ensure timely and accurate income and principal distributions to beneficiaries.Risk Management: Identify and mitigate risks associated with trust administration.Client Engagement: Communicate trust provisions clearly and help clients align trust strategies with their financial goals.Documentation: Maintain comprehensive records of trust transactions, correspondence, and legal documents.Professional Collaboration: Partner with legal, tax, and other professionals to manage complex trust accounts.Compliance: Ensure adherence to all applicable laws, regulations, and internal policies.Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience.Business Development: Build a network of internal and external contacts to attract new client relationships.Industry Awareness: Stay current on legal and regulatory developments impacting trust administration.Growth & Visibility: Participate in community events to enhance visibility and attract prospects.Requirements For SuccessExperience & EducationBachelor’s degree in a business-related field or equivalent experience.5+ years of experience in trust administration.Proven success in building and maintaining client relationships.Experience settling estates and managing unique assets.Skills & CompetenciesStrong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities.Ability to work independently and collaboratively within a team.Excellent interpersonal skills and professional presence.Strong analytical, verbal, and written communication skills.Preferred QualificationsAdvanced certifications such as JD, CTFA, or CFP.Conditions of EmploymentMust be able to pass a criminal background & credit checkThis is a full-time, non-remote position with flexibility, including evenings and weekends as needed.FLSA Status: ExemptWe are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Pay RangeUSD $0.00 - USD $0.00 /Yr.Job SummaryCategory: Wealth ManagementPosition Type: Full-TimeRemote: NoLocation : City: BrentwoodLocation : State/Province: TNLocation : Country: US
...Delta Solutions & Strategies is seeking an experienced IT Director to lead the companys information technology and cybersecurity functions. This position is responsible for the overall direction, security, reliability, and performance of Deltas technology environment...
...Description Description: This position provides custodial and personal care services to specific clients with Memory challenges that... ...home or long-term care setting is preferred. Experience with dementia care is a plus Reports to: Staffing Coordinator Primary Duties...
...Job Title: Head Golf Course Superintendent Reports to: General Manager/Chief Operating Officer (COO) Compensation: $175,000 - $200,000 Base Salary, plus Annual Incentive Relocation: Relocation Assistance Provided by Club Address: FireRock Country Club...
...experienced personnel.Primary Responsibilities:Lead research and development of quantitative behavioral models used for credit risk,... ...years statistical analysis programming experienceCommercial Real Estate credit model development experience idealFinancial Risk Manager...
...Description The Senior Trust Officer provides senior leadership in the administration, management, and growth of the Trust Department. This role oversees the daily administration and asset management of Trust accounts while supervising, mentoring, and directing Trust...