Trust Officer Trust Officer …

Wilbanks Partners, LLC
in Manchester, NH, United States
Permanent, Full time, In-Office
Be the first to apply
95,000
Wilbanks Partners, LLC
in Manchester, NH, United States
Permanent, Full time, In-Office
Be the first to apply
95,000
Trust Officer with a large regional law firm in New England. The firm's Trust & Estates practice is one of the largest and fastest-growing practices and now has a Trust Services operation embedded in the firm managing more than 750 trusts with over $5 billion in assets under administration and is growing at over 30% per year. The Trust Officer will be the primary contact with designated firm clients and be responsible for the administration of personal trust and fiduciary accounts, communicating with grantors, fiduciaries, beneficiaries, and other professionals on a regular basis.

OUR CLIENT

Our client is a large regional law firm in New England with over 100 attorneys. The Trust & Estates practice is one of the largest and fastest-growing practices and now has a Trust Services operation embedded in the firm managing more than 750 trusts with over $5 billion in assets under administration and is growing at over 30% per year.


THE ROLE

Mission

The Trust Officer will be the primary contact with designated firm clients and be responsible for the administration of personal trust and fiduciary accounts, communicating with grantors, fiduciaries, beneficiaries, and other professionals on a regular basis in order to develop and maintain positive relationships.

Reporting Relationships

The Trust Officer will report to the Senior Trust Officer, as well as the Head of the Trust Business, and will work in partnership with Trust & Estates Practice team members.

Location

Manchester, NH but hybrid/remote flexible, especially over next 6 months.

Responsibilities

  • Act as the relationship administrator on trust accounts.
  • Be responsible for administration, management, and servicing of assigned fiduciary and investment management accounts.
  • Review account-related legal documents such as wills, trusts, leases, agreements, etc., and consult with attorneys regarding legal needs and interpretation of trust documents, wills, and other materials.
  • Administer trusts in accordance with the governing instrument and relevant law.
  • Be the primary contact for all matters related to the assigned account.
  • Prepare documents for account opening, agreements, transfer and assignment documents, beneficiary designations, investment objectives, notices, delegations, and authorizations.
  • Manage disbursement requests and approvals, prepare disbursement forms and releases.
  • Complete, document, and present appropriate notices, account reviews, reports, and accountings.
  • Assist tax preparers with annual preparation, coordinate review and execution of tax returns, and coordinate quarterly tax payments.

CANDIDATE PROFILE

“Must Have” Qualifications

  • Knowledge of directed trust administration, accounting, and reporting.
  • Track record working with high-net-worth clients and their intermediaries and advisors.
  • Experience administering directed trust accounts.
  • Bachelor's degree or equivalent experience.
  • A proven comfort level in small, lean, and entrepreneurial work environments.
  • Collegial and approachable with no sharp elbows.

      Desirable Qualifications

  • Experience with New Hampshire trust law and regulatory structures.
  • Outstanding academic qualifications, including an advanced degree in finance, economics, or law.
  • Relevant professional certifications such as a CTFA, CPA, CFP, or legal degree.

       Personal and Professional Competencies

  • RESPECT – Exhibiting regard for all constituents, whether superiors, subordinates, clients, or other stakeholders. 
  • INTEGRITY – Doing the right thing by others, having the courage of own convictions, and adhering to strongly held principles and values.
  • JUDGMENT & DISCRETION – Showing wisdom in making decisions and acting with a view to what is most appropriate, reasonable, timely and realistic. Recognizing the vital, core ethical obligation of preserving confidentiality in all matters relating to representation.
  • ENERGY/ENDURANCE/TENACITY – Having a high capacity for work and the ability to maintain concentration and full mental and physical ability over long stretches of time.
  • ANALYTIC SKILL – Applying logic and sound reasoning to determine the facts of the case and expose root causes.
  • STRONG, HEALTHY EGO – Having high self-esteem and self-confidence, balanced with an intimate knowledge of one’s strengths and limitations and a certain amount of humility.
  • CULTURAL DISCERNMENT – Being perceptive to cultural differences, open to new ways of doing things, and able to adapt words and practices to new cultural contexts.
  • CANDOR – Being straightforward, frank, and direct others, but with respect.
  • EMPATHY – Understanding and acknowledging the feelings and experiences of others and acting out of a consideration for those feelings and experiences.
  • SENSE OF HUMOR – Being able to be self-deprecatory and to see the lighter side of difficult situations
  • COMMUNICATION – Being highly articulate and able to convey important messages in a clear and compelling manner.

Please submit your resume here: https://wilbankspartners.app.box.com/f/cf64502a3cd84269af17ebf6fcec0e3c

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