A leading Financial Services provider is looking for Trust Officer in Los Gatos, CA. The Trust Officer is responsible for fiduciary and client relationship management of individual wealth management accounts, including those where the trust company serves as trustee, executor, or agent for various account types, including agency, retirement, foundation, charitable, revocable, and irrevocable trust accounts. The Trust Officer has responsibility for proactive client service, account growth, client retention, risk management, and the overall administration of the assigned book of business.

What the company offers you: Health, Dental, Vision (Eligible after 30 days, Unlimited PTOs, 401k match 3% (Eligible after 6 months), Bonus, 11 paid holidays, Tax prep offered and discounted for state and employee's family, and Incredible growth opportunities.

If you love helping consumers and believe in obtaining outstanding results for clients as individual consumers. This is the right place to work! Apply now!!!

Responsibilities

• Estate settlement and trust administration, including inventory and collection of trust assets, research and coordinate payment of debts and taxes, etc.
• New account onboarding, set up, and asset transfer follow up
• Perform post-acceptance and annual administrative account reviews (Reg 9) for assigned accounts
• Participate in day-to-day activities associated with managing and controlling risk to probate or trust accounts
• Assure compliance with the governing document and all trust company policies and procedures
• Maintain high client service levels through prompt research and responsiveness to trust beneficiaries, clients, and their centers of influence
• Read and interpret complex trust instruments, make decisions based on knowledge and research
• Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or applicable governing Committees
• Maintain proactive client servicing including periodic review of client's financial and estate planning goals and objectives
• Participate in the development of new business with existing or prospective clients
• Engage with local community/business groups to develop a positive professional image for the trust company
• Participate in special projects as needed.

• 5+ years of experience in trust administration and estate settlement, Bachelor’s degree or higher, CTFA preferred
• Familiarity with Trust Accounting Systems
• Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by California law (Nevada law, a plus)
• Working knowledge of California probate code, CUPIA, partnerships, administering trust-owned real estate and insurance, and estate, GST, gift, and income tax laws as they apply to fiduciaries and beneficiaries. Experience with Inherited IRAs a plus
• Strong understanding of fiduciary risks and related fiduciary issues.
• General knowledge of investment strategies, objectives, and asset allocations
• Solution-oriented and decisive, motivated, independent self-starter with minimal supervision
• Proficiency in Microsoft Office programs, CRM experience (Salesforce a plus)
• Ability to execute superior organizational, time management, and multi-tasking skills without sacrificing quality or accuracy
• Excellent interpersonal and communications skills when interacting with co-workers, clients, and their centers of influence
• A professional attitude and appearance

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