Trust Officer Job at Gpac, Eau Claire, WI

QVhHSFdNckJUMG4wZzVNaFUwMGtZMlo1RkE9PQ==
  • Gpac
  • Eau Claire, WI

Job Description

Trust Officer

This role is for a finance professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications:

* Bachelor's degree or equivalent.
* JD and/or Masters degree
* 5-7 years of relevant trust administration experience.
* Strong team mate who enjoys collaboration with internal partners
* CTFA, CFP, CFA, CES, or equivalent
* Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels

Trust Officer Responsibilities:

* Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisers, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
* Actively participate in Trust Administrative Sub-Committee meetings. Perform administrative account reviews annually.
* Accountable for servicing and retention of existing accounts.
* Supervise and monitor new account establishment and funding
* Work with advisers, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dis-positive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisers, etc.
* Coordinate preparation of trust tax returns and Agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
* Lead and/or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.).

This opportunity includes an excellent compensation and benefits package. This organization prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.

Contact your local Wisconsin banking/finance recruiter, Joe Albert to learn more about this Trust Officer position and other banking opportunities throughout the state.

Joe Albert

Senior Search Consultant | g pac

To be considered, please apply with a resume. You can email me directly at:

Follow me on Linkedin: Joe Albert

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Tags

Full time, Local area,

Similar Jobs

The University of Texas MD Anderson Cancer Center

Postdoctoral Fellow -Bacterial Genetic Engineering Job at The University of Texas MD Anderson Cancer Center

 ...milestones. This position offers exceptional opportunities for professional growth in synthetic microbiology, cancer immunotherapy, and biotech translation.LEARNING OBJECTIVES The Postdoctoral Fellow will develop and apply advanced genetic engineering strategies to... 

HCA Florida Northwest Hospital

Cardiac Catheterization Technician Job at HCA Florida Northwest Hospital

 ...Cardiovascular Lab personnel in assisting in clearing, preparing the Cath Lab room for cases. You will be responsible for recognizing cardiac pressure forms recorded and cardiac thermodynamics parameters. You will be performing cardiac thermodynamic calculations and report... 

Monarch Investment

Apartment Maintenance Technician Job at Monarch Investment

DescriptionWe're looking for anAPARTMENTMAINTENANCE TECHNICIANto join our awesome team in Topeka Kansas at Villa West Apartments. This hands on job will deal with make-readies, work-orders, grounds, and shared on-call (once a month). HVAC repair experience preferred... 

Advocates Legal Recruiting

Associate - Mid-Level Private Equity Fund (Secondaries) Job at Advocates Legal Recruiting

 ...Private Equity Secondaries Associate | 3-6 YOE | NYC Location: New York, NY Level: Mid-Level Associate Focus: Private Investment Funds Secondaries Youve put in the hours, closed the deals, and know your way around a secondary transaction like its... 

Kaiser Permanente

Data Science Bachelor's Intern Job at Kaiser Permanente

 ...Driving the development of intelligent applications by leveraging data science and machine learning techniques to address real-world...  ...of care or point of service to deliver impactful solutions. Intern Project(s): Creating a versatile intelligent application designed...