Trust Officer Focused On Client Service

Become a crucial player at Riverview Trust Company, managing trust accounts with a focus on client service and fiduciary guidance. This role emphasizes building strong client relationships.
As a Trust Officer, your primary responsibilities will include administering trust accounts, ensuring compliance, and coordinating with a diverse set of partners for client services. With 3-5 years of experience in trust administration and estate planning, you will deliver tailored support and strategic insights to help clients achieve their financial goals. You’ll engage in continual learning in the fiduciary landscape and support estate settlements as needed.
Key Responsibilities: - Manage a portfolio of trust accounts with integrity - Collaborate with investment officers and legal advisors for effective service - Participate in client onboarding and review trust documents - Monitor performance and compliance of accounts - Identify opportunities for service enhancement
Requirements: - 3-5 years of relevant experience in trust or estate services - Strong communication and relationship-building skills - Bachelor’s degree required;
CTFA or CFP preferred - Solid understanding of fiduciary responsibilities - Experience with Microsoft Office and accounting software
Leverage your trust expertise to build impactful client relationships at Riverview Trust Company.#J-18808-Ljbffr