gpac is pleased to be partnered with a growing, profitable Trust Company with over 25 years in business, to help them identify a Trust Officer.
In this hybrid role, the office conveniently located near a metro stop on the MD / DC border.
Overview of position :
- Review and understand trust documents and assist with administration of personal trusts in accordance with trust documents
- Coordinate tax returns with outsider preparers and assisting with account reviews
- Read, analyze, and interpret common legal documents including Wills, Trusts, and other Estate planning documents
- Triage new business coming in weekly, and provide summary of accounts
- Respond to common inquiries or complaints from customers
- Should be able to understand customer account statements and the basics of investment theory and strategy
- Provide Administrative Support
Qualifications :
- Previous experience as a paralegal or other legal or financial services field
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Deadline and detail-oriented
- JD (preferred) with estate planning experience
- Proficiency with Microsoft Office software and will need to become familiar with FIS / Charlotte / Sungard database software.
- Individual should be able to operate with limited administrative support.
- Email your resume directly to [email protected] and follow with a call / text to 203-548-9232 for consideration.
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.
Trust Officer / Administrator
Trust Company with over 25 years in business, to help them identify a Trust Officer. Review and understand trust documents and assist with administration of personal trusts in accordance with trust documents. Read, analyze, and interpret common legal documents including Wills, Trusts, and other Esta...
Trust Officer / Administrator
Trust Company with over 25 years in business, to help them identify a Trust Officer. Review and understand trust documents and assist with administration of personal trusts in accordance with trust documents. Read, analyze, and interpret common legal documents including Wills, Trusts, and other Esta...
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