Trust Officer Job at Gpac, Dubuque, IA

T0lIeWlROHBaVVZmcElKeHRCVHJPUmxRa1E9PQ==
  • Gpac
  • Dubuque, IA

Job Description

We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.

Responsibilities

- Administer various types of trusts and estates

- Provide clients clear explanations and guidance on trust accounts and estate planning strategies

- Review and interpret trust agreements and wills

- Determine trust beneficiaries and distributions; execute investment and payout decisions

- Manage communications with beneficiaries, executors, attorneys and other related parties

- Work closely with investment advisors on developing and implementing investment plans

- Stay current on trust, tax, and probate laws and regulation

Requirements

- Bachelor's degree in Finance, Accounting or related field; JD degree a plus

- At least 5 years of experience in trust or estate administration

- In-depth knowledge of fiduciary and trust activities

- Strong analytical thinker with excellent communication skills

- CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred

As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services. Qualified professionals should apply directly for consideration or email resume to bryson.griffith@gogpac.com

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,

Similar Jobs

Revive Staffing Solutions Inc

Talent Advisor Job at Revive Staffing Solutions Inc

 ...non-exempt positions across multiple locations in North America, including operator, maintenance, laboratory, and administrative roles at client's manufacturing and production facilities. Working closely with HR business partners and hiring managers, the Talent Advisor... 

Kimmel & Associates

Senior Project Manager - Commercial Construction Job at Kimmel & Associates

 ...privately-held commercial general contractor providing comprehensive construction services, placing a particular emphasis on design-build...  ...a similar discipline is preferred. 10+ years of prior PM experience for a commercial general contractor. Prior experience with... 

Nextpoint

eDiscovery Project Manager Job at Nextpoint

 ...winning team is 100% focused on making it simple, fluid, and affordable for law firms of all sizes to win the day, with streamlined eDiscovery workflows, simplified case management, and best-in-class security at every point. Our secure, cloud-based solution lets teams... 

Texas Christian University

Assistant Professor of Political Science | Texas Christian University Job at Texas Christian University

 ...Open until filled. Position Details: This full-time faculty position is on-campus and in-person. The Department of Political Science at Texas Christian University invites applications for a tenure track, assistant professor of comparative politics with a... 

MLMPI Prep Academy

Window and Door Installer Job at MLMPI Prep Academy

 ...Position Title: Window and Door Installer Location: Jacksonville, Fl Job Type: Full-Time Company Overview: We are a leading provider of high-quality windows and doors for residential and commercial properties. We pride ourselves on delivering exceptional...