As a Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services while maintaining compliance with legal and regulatory requirements.
Requirements
- Bachelor's degree in finance, business administration, or related field
- Extensive experience (3-5 years) in trust administration, estate planning or wealth management
- In-depth knowledge of trust laws, fiduciary responsibilities, investment principles, and tax implications related to trust accounts
- Strong analytical skills with the ability to assess complex financial situations and develop strategic solutions
- Excellent communication and interpersonal skills for effectively interacting with clients, colleagues, and external stakeholders
- Proficiency in trust administration software and Microsoft Office Suite
- Commitment to upholding ethical standards, maintaining confidentiality, and delivering exceptional service to clients
Benefits
- Competitive salary and performance based incentives
- Comprehensive top tier health, retirement, and wellness benefits
- Opportunities for professional development
- A supportive and collaborative work environment with a focus on work life balance