Fiduciary Services Officer

Job DescriptionJob DescriptionProvide ongoing service to clients and beneficiaries for a variety of account types including trust under wills, grantor trusts and retirement accounts.Essential FunctionsReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Assist in development of new business to include designation of the bank in testamentary documents and as trustee in revocable grantor documentsProvide liaison between investment unit and clientPrepare annual court accountings and respond to inquiries from the various Commissioners of AccountsCoordinate with leadership to complete the filing of fiduciary income tax returns.Prepare trust, agency and estate receipts and disbursements using Trust Accounting SystemResearch and solve routine account problems Research and coordinate fiduciary solutions with assistance of leadershipEnsure timely mailing of Trust Committee Review and quality review letters.Other DutiesComplies with all policies and procedures as applied to the Bank's BSA/AML policy.Perform other duties as assigned.Skills/AbilitiesExcellent analytical skills.Strong verbal and communication skills.Ability to organize, prioritize and delegate in the service of clients.Supervisory ResponsibilityThis position does not have supervisory responsibilities.Work EnvironmentThis job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical DemandsThis position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.TravelLimited local travel may be required for this position. Education and Experience2 - 5 years of experience in a trust related positions.Related college degree preferred.Familiarity with investments and portfolio management.Functional knowledge of trusts and estates management.Working knowledge of word-processing and spreadsheet applications.Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran statusPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Created: 2025-04-19