Trust Officer
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Job Description
Trust Officer administering fiduciary accounts and serving clients, beneficiaries, and advisors for Cetera Trust Company. Ensuring accurate compliance-driven trust operations and account administration.
Responsibilities:
- Administer an assigned portfolio of trust accounts for Cetera Trust Company
- Develop and maintain relationships with clients, beneficiaries, and financial advisors
- Administer trust accounts according to governing documents, fiduciary principles, company policies, and applicable laws
- Process and review trust distributions, account activity, annual reviews, and other trust administration matters
- Support onboarding of new trust accounts by gathering documentation, conducting account reviews, and coordinating account setup
- Assist with new business opportunities by reviewing account information and participating in prospective client and financial advisor meetings
- Partner with trust administration, operations, compliance, tax, and new business teams
- Monitor account activity, identify potential issues, determine when additional review is needed, and escalate concerns
- Coordinate with tax professionals, investment advisors, attorneys, and other service providers
- Maintain complete and accurate account records and documentation
- Help clients understand the value of the trust relationship and Cetera Trust Company's services
Requirements:
- Bachelor’s degree
- 3-6 years of relevant experience in trust administration, estate administration, wealth management, private banking, or a related fiduciary role
- Demonstrated understanding of fiduciary account administration and applicable trust operations
- Ability to independently administer routine trust relationships while seeking guidance on more complex matters
- Working knowledge of trust administration principles, fiduciary responsibilities, trust structures, common fiduciary administration issues, and applicable laws and regulations
- Strong organization, attention to detail, analytical judgment, problem solving, and client service
- Ability to identify and escalate risk
- Proficiency with Microsoft Excel, Word, Outlook, and SharePoint
- Familiarity with trust accounting and reporting systems such as SEI SWP, SAP Business Objects, or similar platforms
- CTFA designation preferred
- Equivalent combination of experience and education accepted in lieu of the stated requirements
- Ability to travel up to 5%
Benefits:
- Inclusive health, dental, vision, and life insurance plans
- Mental health benefits
- 20+ days of paid time off (PTO)
- Paid holidays
- 2 paid wellness days
- 401(k) savings plan with company contribution up to 5%
- Access to a financial professional for financial planning
- Paid parental leave
- Health Savings Account and Flexible Spending Account options
- Employee Assistance Program (EAP)
- LifeLock identity theft protection
- Pet insurance
- Paid caregiver leave
- Other voluntary benefits
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