Trust Officer
Old North State TrustGreenville, North Carolina, United States • Greensboro, North Carolina, United States • North Carolina, United States • North Carolina, United States • Wilmington, North Carolina, United States
Posted March 3, 2026
Full Time
About the Company
Old North State Trust, a Greensboro, NC–based financial services firm specializing in investment management, trust administration, and estate services, is a great group of people to interact with every day, and has competitive pay and outstanding benefits.
Job Description
The Trust Officer provides expertise and communication in trust and estate issues, working as a liaison between trust clients and various related agencies or advisors. The position is responsible for administration, management, and servicing of assigned fiduciary and investment management accounts, among other tasks.
Requirements
- Administration, management, and servicing of assigned fiduciary and investment management accounts
- Interpreting legal documents, reviewing client relationships, monitoring funds, reporting to management, and completing various forms of paperwork
- Partnering with external advisors regarding tax, legal, and other fiduciary matters
- Consulting with attorneys regarding legal needs and interpretation of trust documents, wills, and other legally prepared materials
- Promoting and selling trust services to new and existing customers, maintaining current client relationships, and developing new client relationships in investment management, trust administration, estate, and retirement planning, and retirement benefit plans
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan