Senior Trust Officer Job at Old North State Trust, Lexington, NC

NWtnYzR3RkM0R2R3VEJKMWN5NDZDa0U9
  • Old North State Trust
  • Lexington, NC

Job Description

Job Description

Job Description

Salary:

Old North State Trust , is seeking candidates for the position of Trust Officer or Senior Trust Officer .

Old North State Trust provides Trust and Estate Services, Income, Estate and Trust Tax Consulting, and Asset Management with a distinction in objectivity, expertise and flexibility to fee-based services with an intense focus on quality customer service. 

As a Trust Officer, you will:

  • Be responsible for administration, management and servicing of assigned fiduciary and investment management accounts.
  • Administer personal trusts, guardianships and other fiduciary accounts per terms of governing document.
  • Serve as a department subject matter expert regarding fiduciary accounts.
  • Partner with external advisors regarding tax, legal and other fiduciary matters.
  • Consult with attorneys regarding legal needs and interpretation of trust documents, wills and other legally prepared materials.
  • Promote and sell trust services to new and existing customers; maintaining our current client relationships and developing new client relationships in the areas of investment management trust administration estate and retirement planning and retirement benefit plans.
  • Proactively deliver and provide oversight of all estate settlement processes make post-mortem elections and work closely with Operations Supervisor in the preparation of estate tax returns, gift tax returns, fiduciary tax returns, and accountings for trusts and estates.
  • Provide consultation on financial and wealth management matters.

The successful candidate will:

  • Minimum of 7 years Trust experience
  • Possess strong relationship-building and business development skills.
  • Have significant knowledge of fiduciary duties and trust administration.
  • Have a bachelor's degree, preferably in finance, business administration or hold an MBA in Trust and Wealth Management.
  • Possess a working knowledge of financial services industry's trends, directions, major issues, regulatory considerations and trendsetters.
  • Have demonstrated success working with teams.

We prefer candidates who:

  • Possess a CTFA designation.

EOE/everify

Job Tags

Similar Jobs

HOM Furniture, Inc.

Visual Merchandiser Job at HOM Furniture, Inc.

 ...Job Description Job Description Description: Salary: $17 - $19 per hour Role Overview: As a Visual Merchandiser at HOM Furniture, you will play a crucial role in enhancing our stores visual presentation. Your main responsibilities will include designing... 

Hansen Agri-PLACEMENT

On-Farm Agronomist/Assistant (KG-10423) Job at Hansen Agri-PLACEMENT

 ...consider recent agronomy student with 2+ internships and passion for organics- Solid agronomy and scouting experience needed with some...  ...rotation JOB DESCRIPTION: Hansen Agri-PLACEMENT is searching for an On-Farm Agronomist / Farm Assistant for a Nebraska Organic Farm. The... 

Enrique Morales-Farmers Insurance Agency

Life insurance Sales Agent Job at Enrique Morales-Farmers Insurance Agency

 ...Job Description Job Description PNC AND LIFE LICENSED AGENT WITH CURRENT LIFE INSURANCE SALES TRACK RECORD OF SUCESS We are seeking for a passionate, self-driven leader, with at least 3 years experience in the Insurance Industry. ( Preferably with Farmers, Allstate... 

Osceola County, FL

Corrections Officer Job at Osceola County, FL

 ...inmates within the facility. Transports inmates to and from various locations as directed, e.g., correctional facilities, courtrooms, prisons, medical facilities, work programs. Attends and participates in all scheduled Defensive Tactics training, Firearm qualifications... 

Neighborhood Service Organization

Emergency Shelter Case Manager Job at Neighborhood Service Organization

 ...Job Description Job Description Overview of Duties and Responsibilities: The Emergency Shelter Case Manager, as part of the Homeless Recovery Services team, and in collaboration with the person served, is responsible for providing assessment, case plan development...