Trust Officer

This is a fully remote position, open to applicants in New Hampshire.

📋 Description

• Manage an assigned portfolio of trust accounts for Cetera Trust Company.

• Build and sustain relationships with clients, beneficiaries, and financial advisors.

• Administer trust accounts in accordance with governing documents, fiduciary principles, company policies, and relevant laws.

• Process and evaluate trust distributions, account activities, annual reviews, and other trust administration issues.

• Facilitate the onboarding of new trust accounts by collecting documentation, performing account reviews, and coordinating account setup.

• Aid in identifying new business opportunities by reviewing account details and participating in meetings with potential clients and financial advisors.

• Collaborate with teams in trust administration, operations, compliance, tax, and new business development.

• Monitor account activities, pinpoint potential issues, assess when further review is necessary, and escalate concerns as required.

• Liaise with tax professionals, investment advisors, attorneys, and other service providers.

• Ensure complete and accurate maintenance of account records and documentation.

• Assist clients in recognizing the benefits of the trust relationship and the services offered by Cetera Trust Company.

⛳️ Requirements

• Bachelor’s degree.

• 3-6 years of pertinent experience in trust administration, estate administration, wealth management, private banking, or a related fiduciary role.

• Proven knowledge of fiduciary account administration and relevant trust operations.

• Capability to independently manage routine trust relationships while seeking assistance on more intricate matters.

• Working familiarity with principles of trust administration, fiduciary responsibilities, trust structures, common issues in fiduciary administration, and pertinent laws and regulations.

• Excellent organizational skills, attention to detail, analytical judgment, problem-solving ability, and client service focus.

• Capacity to identify and escalate risks.

• Proficient in Microsoft Excel, Word, Outlook, and SharePoint.

• Experience with trust accounting and reporting systems such as SEI SWP, SAP Business Objects, or similar platforms is a plus.

• CTFA designation is preferred.

• Equivalent combinations of experience and education will be considered in lieu of the stated requirements.

• Willingness to travel up to 5%.

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance plans.

• Mental health support.

• Over 20 days of paid time off (PTO).

• Paid holidays.

• Two paid wellness days.

• 401(k) savings plan with a company contribution of up to 5%.

• Access to a financial professional for financial planning assistance.

• Paid parental leave.

• Options for Health Savings Account and Flexible Spending Account.

• Employee Assistance Program (EAP).

• LifeLock identity theft protection.

• Pet insurance.

• Paid caregiver leave.

• Additional voluntary benefits.