Trusted Wealth Management firm has an opening for a Sr Trust Officer in the California Bay Area. Take leadership in all aspects of Trust relationships; including identifying and assisting in the opening of new business, administration, and closing of trusts. You will serves as a resource for all areas of the bank with regard to Trust & Fiduciary issues. Complete all necessary regulatory reporting including but not limited to Reg 9 Compliance Services monitoring, be responsible for identifying and reporting compliance/risk related matters and assist in mitigation of risk. Partner with the Wealth Advisors to assist in the evaluation and acceptance of new Trust Business.
Bachelor’s degree from accredited college or university required. Graduate work including J.D. or similar preferred.
Additional educational certifications such as CFP®, CTFA preferred.
At least 5 years’ experience working directly with settlors and beneficiaries on trust matters.
Deep understanding of the role of fiduciaries and delivery of trust services.