Trust Officer

Job Title: Trust Officer

Reports To: Managing Director, Trust Administration

Direct Reports: N/A

Salary Grade: 12

Summary

Trust Officer is responsible for managing and administering trust accounts, ensuring compliance with legal and company requirements, and meeting the requirements of the trust instruments. This position will establish and maintain relationships with clients and beneficiaries, providing expert guidance on trust and estate matters. Additionally, this position supports Private Bankers and Portfolio Managers on all Investment Management & Trust sales opportunities and client relationship review meetings.

Education And Experience Requirements

• Undergraduate degree in business related field or equivalent experience.
• Preferred degree or designations, JD, CTFA, and/or CFP certification.
• Five plus years trust administration experience.
• Deep knowledge of managing and administering trust accounts in accordance with legal and regulatory requirements.
• Strong knowledge of trust and estate laws, tax regulation, and fiduciary responsibilities.
• Experience settling estates and working with unique assets.
• Proven track record in cultivating new and existing client relationships.
• Ability to work independently and within a team structure.
• Good interpersonal skills to represent the bank positively in dealing with clients.
• Excellent analytical, verbal, and written communication skills.
  
  

Job Functions

• Administer and manage trust accounts, in accordance with legal and regulatory requirements.
• Ensure accurate and timely distributions of income and principal to trust beneficiaries.
• Identify and mitigate risks associated with trust administration.
• Communicate with clients to understand their financial objectives and explain trust provisions and administrative decisions.
• Maintain accurate and detailed records of trust transactions, correspondence, and legal documents.
• Collaborate with legal, tax, and other professionals to effectively manage trust accounts.
• Ensure compliance with the relevant regulations, laws, and company’s standards.
• Collaborate with Wealth team members and other internal partners to enhance the client experience.
• Continually build a network of internal and external sources to acquire new client relationships.
• Stay informed on legal and regulatory changes affecting trust administration.
• Drive business results and acquire new assets, both from existing client base and new client acquisition.
• Actively participate in community activities and events with purpose of visibility in the community and prospects.
• Performs other duties as assigned.
  
  

SUPERVISORY RESPONSIBILITY

N/A

WORK ENVIRONMENT

UC Branch Office: Greenville, SC and Orlando, FL

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 25% travel.

Other

We 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.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.