Trust Estates Officer IV

What The Role Is:

Responsible for business development of trust, estate, agency, and investment accounts in accordance with departmental written policies and procedures plus administration of these types of accounts. Duties include, but are not limited to, the supervision of department personnel, development of professional client relationships, review of client files and legal documents to ensure that accounts are properly invested. Must project a professional company image through in-person, telephone and electronic interaction.

How You Will Make an Impact:

Responsible for daily administration of trust, estate, agency, and investment accounts in accordance with department written policies and procedures.

Supervise and train department personnel.

Meet with new and existing clients to review and administer trust and investment needs and to develop professional client relationships.

Ensure that applicable income tax returns have been prepared for all estate and trust accounts.

Review all client files and legal documents on a regular basis in order to ensure that the accounts are properly administered.

Maintain trust and other documents using Microsoft Office applications in a proficient manner.

Maintain shared trust files on the public trust intranet drive as needed.

Monitor client "Daily Investments and Cash Reports", "Daily Transaction Reports", and 'Pending Disbursement Transaction Listings" to ensure that accounts have sufficient liquidity.

Ensure that a current "Statement of Investment Objectives" (SIO) has been signed and is on file for each client.

Prepare "Regular Account Reviews" annually on each account in order to ensure they are in compliance with trust policies and procedures.

Ensure that all accounts have been reported to the Trust Working Group as appropriate.

Maintain hard copy, if applicable, and electronic filing system for trust accounts as needed.

Who You Are:

Bachelor's or Master's degree in related fields.

Law degree preferred

7+ years of trust administration or work related experience preferred.

Ability to communicate and maintain a professional manner in conversation and appearance with clients, vendors and other trust personnel.

Duties require professional verbal and written communication skills.

Ability to reason and make basic decisions unsupervised.

Ability to compute basic math functions such as addition, subtraction, multiplication, division, common fractions, percentages and ratios.

Ability to read and understand routine legal and trust documents and other documents such as operations, maintenance and procedure manuals.

Ability to compose or create routine reports and correspondence.

Ability to multi-task job functions.

Proficient in Microsoft Office applications: Excel, Word, and PowerPoint