About this opportunity
AMG National Trust lists this Trust Officer opportunity in englewood, Colorado. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Position Purpose:
Provide effective trust administration and investment advice to trust clients
Proactively develop client relationships and new business throughout Denver/Boulder area
Education/Experience Requirements:
Bachelor’s Degree, preferably in Finance or Business Administration
5+ years’ experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
JD, CTFA or other trust certification preferred
Knowledge and Skill Requirements:
Business development
Intermediate/Advanced knowledge of trust, estate, and investing services and applicable laws
Ability to maintain confidentiality of information
Excellent verbal and written communication skills
Ability to professionally interact with all persons
Effectively work as a team member and independently as required
Superior organizational skills, attention to detail, follow-through and accuracy
Dependable, cooperative and adaptable
Skills, Responsibilities and Duties:
Build and maintain highly respected and confidential relationships with clients and beneficiaries
Maintain the highest level of client satisfaction with AMG and its services
Build and maintain relationships with co-trustees, attorneys, community leaders, accountants, and others
Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
Help build and maintain awareness of AMG in the community
Fully understand and help market the full array of AMG’s services
Maintain up-to-date knowledge on matters related to trusts, estates, investments and related areas
Review, understand, summarize and comply with trust legal documents
Determine appropriate actions for accounts; proactively take and appropriately document such actions
Ensure compliance with policies, procedures, governing documents and applicable regulations
Oversee investments and cash in client accounts; Process distributions from client accounts
Review accounts with clients on a periodic basis
Determine that all tax returns are filed timely, including quarterly estimated payments
Correspond with grantors, beneficiaries, co-trustees and others about accounts, as appropriate
Prepare and process court accountings
Effectively set and communicate priorities
Regularly attend and actively participate in conference calls and staff meetings as requested
Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail, effective judgment
Adapt to changes and new responsibilities
Operate standard office machines, including computer, printer, scanners, copy machines, fax machines, postage machine
Other duties as assigned
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.