Job description

A local community bank is looking for a second Trust Officer. This is a fantastic opportunity for candidates who are experienced in trust administration, farm management, and probate and want to work for a family-friendly company in a supportive environment.

Job highlights

Qualifications

• Experience with trust administration preferred
• Excellent communication skills, both written and verbal
• Detail-oriented and analytical mindset
• Customer service oriented
• Ability to maintain professionalism and composure with clients

Education and/or experience

• JD or CTFA preferred
• Individuals with degrees and background in trust, banking, finance or accounting may be considered.
• Willing to train right person for position

Responsibilities

• Manage trust accounts and ensure compliance with the trust document directives
• Close estates and distribute assets per testator’s final wishes
• Work closely with clients to understand their financial goals and develop personalized investment strategies to achieve such goals
• Manage and lease farmland for clients
• Implement and execute investment strategies consistent with clients' goals
• Oversee the distribution of trust assets and assess the need for changes in investment strategies
• Other duties as assigned

This position offers a generous compensation package and benefits such as health insurance, life insurance, disability insurance and paid time off. This organization has historically made 401k contributions of up to 7% of an employee’s salary, when including the employer 50% match of the employees 4% contribution.  Salary will be based upon qualifications and experience.

EEO Minorities/Women/Disabled/Veterans

• JD or CTFA preferred
• Experience as a Trust Officer or Trust Administrator preferred
• Individuals with degrees and background in trust, banking, finance or accounting may be considered.