Job Description
TRUST OFFICER
SALARY
$90,000 - $120,000 based on experience and education
JOB TYPE
Full Time
QUALIFICATIONS
Bachelor’s degree (required)
JD or CTFA (preferred)
Three years’ experience in a related field (trust administration, wealth management, estate planning)
ABOUT THE COMPANY
Golden Fiduciary Services is a trust administration company that administers a wide variety of trusts such as support trusts, ILIT’s, and Special Needs Trusts. Regardless of the type of account, we are passionate about providing the best and most personalized service we can to each of our clients and have been doing so over the last 25 years. We take care of people, and we are always looking to hire professionals who share our same values.
JOB DESCRIPTION
Our Trust Officers develop meaningful relationships with our clients and their circles of support to fully understand their needs and ensure they are providing the clients with everything they need to thrive. Tasks include all aspects of trust administration such as careful review of trust documents to ensure administration is done within the set guidelines, creating budgets for each trust account, and working with clients to ensure they are receiving necessary services. This position involves a very high level of communication and case management with our beneficiaries and their circles of support. The ideal candidate understands and stays current on trust law and possesses the desire to care for people through the coordination of third-party product and service vendors.
PRIMARY RESPONSIBILITIES
Work diligently addressing client issues such as care management, distribution decisions, or coordinating services.
Develop relationships with each client to understand their situation and accurately create and maintain annual spending budgets.
Keep current on all laws and regulations related to the administration of trust accounts.
Compile, and submit in a timely manner, all required court reports and annual accountings.
Develop relationships with clients through open ended communications aimed at fully understanding a client’s situation and any other assistance they may need in their lives.
Coordinate with third party vendors to provide timely care and services.
Travel (locally) as needed to maintain client relations, further coordinate with third parties, or perform annual real estate inspections.
Understand public benefit systems and work with each client to maximize these benefits.
JOB REQUIREMENTS
A bachelor’s degree is required, a JD in a related field or a CTFA is preferred.
Must have the ability to read trust documents and demonstrate the ability to administer each trust according to trust language.
Microsoft Office experience is required.
Must have effective written and verbal communication skills.
BENEFITS
401(k)
401(k) employer match
Health, Dental, and Vision Insurance
Paid Time Off
SCHEDULE
Monday through Friday
8am – 5pm
WORK LOCATION