Job Description

Moneta is seeking an accomplished and highly motivated Vice President & Trust Officer to join our Trust and Estate Administration team. This individual will play a pivotal role in overseeing complex, high-net-worth client relationships, ensuring strict adherence to fiduciary and trust law, and advancing the firm’s strategic growth objectives. The ideal candidate will demonstrate a deep and nuanced understanding of fiduciary services, possess exceptional judgment, and bring a strong record of success in managing and expanding trust portfolios.

_ Essential Responsibilities_

• Trust & Estate Administration: Serve as a fiduciary expert, managing complex trust and estate administration matters with a high degree of professionalism and accuracy.
• Client Relationship Management: Develop, maintain, and enhance relationships with high-net-worth individuals, families, and business owners to ensure client satisfaction and retention.
• Compliance & Risk Management: Ensure all trust accounts comply with applicable federal and state laws, regulations, and bank policies. Manage risk effectively while providing exceptional client service.
• Business Development & Sales: Identify and pursue new business opportunities by networking with estate planners, attorneys, CPAs, and other professionals. Develop and execute strategies to expand the bank’s trust services.
• Investment Oversight & Coordination: Collaborate with internal and external investment professionals to align investment strategies with clients’ estate and financial plans.
• Team Leadership & Mentorship: Support and mentor junior trust officers and staff, fostering a culture of collaboration, compliance, and excellence.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Banking, Business, or a related field. A JD, CPA, or CTFA (Certified Trust and Fiduciary Advisor) designation is a plus.
• Experience: Minimum of 10+ years of experience in trust and estate administration, with a proven ability to manage complex trust structures and relationships.
• Technical Expertise: Strong knowledge of trust law, probate law, estate planning strategies, fiduciary principles, and tax implications for trusts and estates.
• Sales & Business Development: Demonstrated ability to identify and cultivate new business opportunities while maintaining existing relationships.
• Communication & Leadership: Exceptional interpersonal skills, with the ability to clearly communicate complex financial and legal concepts to clients and colleagues.
• Technology Proficiency: Familiarity with trust accounting and wealth management software is required
• Proficient in Microsoft Office applications.
• Must be authorized to work in the United States

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.