Trust Officer
Providence, RI, USA
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Req #1222
Washington Trust Wealth Management has an opportunity for an experienced Trust Officer to join its team of dedicated wealth management professionals.
The Trust Officer works with clients to provide expert trust administration, tax, trust, and estate guidance for a variety of fiduciary accounts.
Washington Trust has been committed to serving as a trusted advisor and supporting the long-term financial well-being of our customers and our communities since 1800.
Washington Trust Wealth Management has been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century.
Our group has developed a unique approach to holistic wealth management that includes customized financial planning, broad investment management capabilities, and full trust services.
In this capacity, the Trust Officer provides document analysis, problem identification and resolution, and excellent, proactive, empathetic communication.
They work closely with grantors, beneficiaries, co-fiduciaries, and service providers to provide superior communication, assistance, and service.
As part of a dedicated team, this position will ensure that all aspects of the requirements necessary to properly administer fiduciary accounts are properly followed in accordance with the applicable legal documents state and federal laws, and policies and procedures.
Requirements
- Minimum of 3 years' experience in fiduciary trust management.
- The ability to adapt to change, multi-task, and adopt and adhere to best practices is essential.
- Strong PC skills; proficient skills in Word and Excel.
- Demonstrated competence relative to the technical application of trust and estate administration skills and fiduciary knowledge.
- Experience with Estate Settlement and Administration is helpful, experience with special needs trusts is a significant preference.
- Superior proactive and empathetic communication skills to be successful in client contact / relationship building, as well as contact with corollary professionals such as attorneys and accountants.
- CTFA, JD, LLM certifications are desirable.
Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan.
We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!
The Washington Trust Company, and each of its subsidiaries and affiliates are committed to cultivating and promoting a diverse and inclusive workforce.
We seek to provide an environment of equal employment opportunity and advancement to all employees and applicants. It is our policy to provide equal employment and advancement opportunities without regard to race, color, ethnicity, age, religion, gender, pregnancy / childbirth, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, or any other category protected by federal, state and / or local laws.
Other details :
- Job Family : Professionals
- Job Function : Professionals
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