About this opportunity
Old North State Trust lists this Trust Officer opportunity in lexington, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Trust OfficerOld North State Trust, a Greensboro, NC based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of Trust Officer. This position may be based in any of the following locations:Greensboro, NCMooresville, NCLexington, NCWilmington, NCGreenville, NCThe Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or advisors. Specific tasks include interpreting legal documents, reviewing client relationships, monitoring funds, reporting to management, and completing various forms of paperwork.Essential duties and responsibilities include the following. Other duties may be assigned.Responsible for administration, management and servicing of assigned fiduciary and investment management accountsAdministers personal trusts, guardianships and other fiduciary accounts per terms of governing documentPartners with external advisors regarding tax, legal and other fiduciary mattersConsults with attorneys regarding legal needs and interpretation of trust documents, wills and other legally prepared materialsPromotes and sells trust services to new and existing customers; maintaining our current client relationships and developing new client relationships in the areas of investment management trust administration estate and retirement planning and retirement benefit plansProactively delivers and provides oversight of all estate settlement processes make postmortem elections and work closely with Operations Supervisor in the preparation of estate tax returns, gift tax returns, fiduciary tax returns, and accountings for trusts and estatesProvides consultation on financial and wealth management mattersQualificationsPossesses strong business development skillsHas significant knowledge of fiduciary duties and trust administrationHas a bachelor’s degree, preferably in finance, business administration or hold an MBA in Trust and Wealth Management. CTFA designation is preferred.Possesses a working knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters.Has demonstrated success working with teams.Physical demandsAbility to hear and communicate verballyAbility to see and read printed materials and computer monitorsManual dexterity to operate a keyboardAbility to sit for long periodsWork environmentThis position primarily works in a temperature controlled office environment.The noise level is low. Hearing protection is typically not required.Work hoursThe work hours for this position vary.Overtime and weekend work may be required during busy periods.Dress codeBusiness casual attire appropriate for a business setting
Worksite address
lexington, NC, 27292, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.