Job Description
TRUST OFFICER
SALARY
$80,000 - $110,000 - Based on experience and education level
JOB TYPE
Full Time
QUALIFICATIONS
Bachelor’s degree (required)
JD (preferred)
Three years’ experience working in trust administration
DESCRIPTION
Golden Fiduciary Services is a trust administration company headquartered in Greenwood Village, Colorado. Our company works primarily with special needs trusts which means we serve a very large role in the lives of our clients. Our Trust Officers develop meaningful relationships with our clients to fully understand their needs and ensure they are providing the clients with everything they need to thrive. The Trust Officer will report directly to the Chief Executive Officer. 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 often involves a very high level of communication and case management with our beneficiaries and their family members. This position offers a great opportunity for someone interested in trust administration and working with individuals with special needs.
PRIMARY RESPONSIBILITIES
Work diligently addressing client issues such as care management, distribution decisions, or coordinating services.
Develop an understanding of each client’s situation to accurately create and maintain annual spending budgets.
Compile, and submit in a timely manner, all required court reports, conservator 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 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.
Organizational skills are a must given the lack of a daily routine.
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