Trust Officer Job at Gpac, Pittsburg, CA

NmtoYkxZTENxYjBEOTUraHpaOUZNREFJZlE9PQ==
  • Gpac
  • Pittsburg, CA

Job Description

Trust Officer

A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications:

* Bachelor's degree or equivalent
* JD and/or Masters degree
* 5-7 years of relevant trust administration experience
* Strong teammate who enjoys collaboration with internal partners
* CTFA, CFP, CFA, CES, or equivalent
* Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels

Trust Officer Responsibilities:

* Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
* Actively participate in Trust Administrative Sub-Committee meetings
* Perform administrative account reviews annually
* Accountable for servicing and retention of existing accounts
* Supervise and monitor new account establishment and funding
* Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
* Coordinate preparation of trust tax returns and agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
* Lead and/or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.)
* This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area.

Requirements:

* Microsoft Excel skills required

Keep working and looking good while I help you make the right, discreet connections-

Vanessa.Wergin@gogpac.com

I am a recruiter and I love what I do...

I am driven to...

CONNECT.

I focus on a...

100% MATCH of company and talent...

call me CONFIDENTLY today...to start your best step ever...

(or to find that perfect new team member for hire)

605-809-8558

EXECUTIVE BANKING PLACEMENT EXPERT VANESSA WERGIN at direct line: 605-809-8558 TODAY!! <><

I place these people: Loan Officer, Commercial Credit , CRE, C&I, Commercial & Industrial loans, BDO, Business Development Officer, Portfolio Manager, Relationship Manager, CLO, Commercial Loan Officer, Ag Loan Officer , Market President , Credit analysis, Credit analist, Underwriiting, Loan Officer , Senior Loan Officer, Business Banker, Loans Lender lending. @gpac #gpac #kansasbanking , #southDakotabanking bankers , mlo , Commercial Real Estate, Calling Officer , Chief Risk Officer , Chief Loan Officer , Chief Credit Officer , CLO, CFO , CCO, CEO , CIO, chief , finance, Trust Officer, Trust , Wealth Officer, Trust Administator , Trust , Financial advisor banking, bank, credit union, CU, President , Chief experience Officer, Chief Wealth Officer, Chief Operations Officer , bank cards, debit cards, merchant services, crop insurance sales. Recent experience required. I am a headhunter, not a miracle worker. I know Who is though.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Tags

Full time,

Similar Jobs

MicroHabitat

Lead Urban Farmer Toronto Job at MicroHabitat

 ...Overview: JOB OFFER: Lead Urban Farmer(SEASONAL) Are you looking to work for a company with good values and that helps build more...  ...project information and horticultural advice. Perform quality insurance horticulture maintenance of urban farms. Perform all other... 

Gpac

Accountant Job at Gpac

 ...central South Dakota to identify a new member of their team for the Accountant position . Position Description The Accountant will assist...  ...firm is willing to train a motivated person who has no prior experience Position Requirements Bachelor's degree in Finance,... 

Focus on the Family

Assistant Producer Job at Focus on the Family

 ...culture is rewarding, and the purpose is eternal. The Assistant Producer position exists to provides crucial support to radio producers...  ...to the Producer for the "Pastor to Pastor with Dave Stone" podcast Provides administrative support to the producers, including... 

RE/MAX Ace Realty

Real Estate Showing Assistant Job at RE/MAX Ace Realty

FULL TIME Showing Agent needed for a TOP Real Estate team! BONUS OPPORTUNITY!!Have you been thinking of making a change? Do you love Real Estate and are curious about how to start?Are you looking to learn the real estate industry from the inside out on your... 

Walt's Live Oak Chrysler Dodge Jeep Ram

Certified Chrysler Dodge Jeep Ram Technician Level 3 Automotive Technician Job at Walt's Live Oak Chrysler Dodge Jeep Ram

Walt's Live Oak Chrysler Dodge Jeep Ram is a locally owned, busy, fast-paced shop with a surplus of business. We are looking for a Level 1 to Level 3 Dodge/Chrysler technician who is committed to integrity, a positive attitude, a diligent work ethic, and a desire to be...