Trust Officer
Horizontal Talent

Job Info

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If you have Trust Account Servicing experience and are seeking a new job in Minneapolis, Horizontal Talent has an exciting opportunity for you. We are helping a financial services company find a full-time Trust Officer, and the role comes with an excellent salary and benefits package.

In this Trust Officer role, you will be responsible for overall trust account servicing. This includes initial and ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, research of legal issues, detailed knowledge of state and federal statutes governing trust administration, and interpretation of and execution of actions as directed by governing documents including wills, trusts, and agreements.

To give you an idea of how this Trust Officer role would look and feel, here are some areas you can expect to work in:

• Working with advisors, attorneys, accountants, and family members to ensure timely and accurate estate settlement
• Help coordinate the gathering of material/documents for the final income tax return and estate tax return, determine whether other assets flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc
• Assist in the sales process for Personal Trusts
• Review and analyze documents, propose changes, negotiate and provide legal research as necessary, and oversee and monitor account establishment and funding

The successful Trust Officer candidate will have experience reviewing trust documentation, including wills, trusts, and agreements. You will also require:

• Excellent communication and organizational skills
• Ability to maintain confidentiality with client documents at all times
• Knowledge and experience working as a Trust Officer or in a similar role

In return for your passion, collaborative approach, and commitment, you'll receive a generous salary and benefits package, joining a friendly and inclusive culture.

Please don't hesitate to apply with Horizontal Talent today if this full-time Trust Officer job in Minneapolis motivates and inspires you. We would be thrilled to hear from you.

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