- Bachelor's degree or equivalent experience.
- Five to ten years of relevant experience in fiduciary administration and relationship management.
- CTFA or CFP certifications preferred.
- Proficiency in Microsoft Office, trust accounting software (AccuTrust), edocument management (Director), workflow forms (Unity), and related trust and investment systems.
- Excellent written and verbal skills. Adept with high touch communication with clients.
- Team player who possesses excellent judgment, initiative, and adaptability. Good intrapersonal relationship and service skills.
- Respond to client visits, calls, emails, correspondence and other client requests.
- Administer the opening and closing of accounts.
- Coordinate with client or client's attorney to review trust or other fiduciary documents as to administrative feasibility & acceptance.
- Review incoming assets to determine acceptability, transferability, qualification, or disposition.
- Prepare, provide, or execute governing documents to open and administer the account.
- Set up and maintain client and account profile info in the trust system.
- Maintain account opening and closing checklists to confirm accuracy and completion of account set up or closing.
- Administer fiduciary accounts in compliance with the governing documents, and applicable federal and state laws and regulations.
- Prepare, complete, and present account reviews to verify proper administration to Trust Committee.
- Direct and approve receipts and disbursements for posting: checks, inter-account transfers, ACHs, and wires.
- Submit discretionary distribution requests for trust accounts.
- Coordinate with assigned investment advisors to determine and document investment objectives of the account.
- Monitor account cash balances to assure the investment of funds and the availability of funds for disbursement.
- Submit and approve trade requests as needed.
- Confirm completion and accuracy of transactions posted.
- Pay property taxes and insurance; inspect real estate properties; obtain and update valuations of miscellaneous account assets in the trust system.
- Handle document management for assigned accounts:
- Establish and maintain account files to retain primary and important documents.
- Scan and index account files electronic document management system.
- Send closed and aged account files to storage or destruction.
- Coordinate with tax professionals for tax reporting.
- Confirm accuracy of information, as needed, for 1099 and 5498 tax forms sent to clients.
- Review, sign and file trust tax returns.
- Direct and approve income tax payments and tax refunds.
- Receive and withdraw physical assets and documents in and out of the trust vault under dual control.
- Curate account files and information for annual audit and regulatory exams.
- Other duties as assigned.
- Build and maintain a network with referral sources such as lawyers, CPAs, investment advisors, and other centers of influence.
- Respond to referrals from prospects, COIs, and internally.
- Make formal and informal presentations internally, to prospects, and to referral sources about fiduciary and investment services provided by the bank.
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Senior Trust Officer - Salt Lake City, United States - Bank of Utah
Description
Hello, I amBrenda Lambert, and I am the VP Personal Trust Manager for the Bank of Utah. Bank of Utah is one of Utah's largest community banks. At Bank of Utah relationships matter. We take pride in the fact that we know our customer names and they know ours
We are currently looking for a
Sr. Trust Officer This position will be
located at 50 S. 200 E. Salt Lake City, UT. This position is responsible for trust account administration and new business acquisition. Salary based on experience.
To qualify for this Trust Officer position you must have:
Regular Duties and Responsibilities:
Administration of assigned accounts includes, but not limited to:
Account document preparation and review:
Administer miscellaneous account assets:
real estate, LLCs & partnerships, oil & gas, precious metals, etc.
Administer estates:
gather, secure, inventory, maintain, value, report and dispose of estate assets.
Develop new business:
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