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 is a growing company with a affirming culture, competitive pay, and outstanding benefits, with a focus on employee learning and development, community service, and fun employee meetings and outings.
Job Description
The Trust Officer provides expertise and communication in trust and estate issues, working as a liaison between trust clients and related agencies or advisors. This position requires administration, management, and servicing of assigned fiduciary and investment management accounts, as well as promoting and selling trust services to new and existing customers.
Requirements
- administration, management and servicing of assigned fiduciary and investment management accounts
- administers personal trusts, guardianships and other fiduciary accounts per terms of governing document
- partners with external advisors regarding tax, legal and other fiduciary matters
- consults with attorneys regarding legal needs and interpretation of trust documents, wills and other legally prepared materials
- provides consultation on financial and wealth management matters