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High Net Worth Multifamily Trust Officer

  • Winter Park, FL
  • Direct Hire
  • Job ID: 23-00148

We are currently in search of candidates to fulfill the role of a Trust Officer within our established organization. As a Trust Officer, your responsibilities will encompass overseeing the administration of fiduciary accounts, managing client relationships, and ensuring strict compliance with legal and regulatory standards. This presents a fantastic opportunity for an individual with a minimum of 4+ years of experience in trust administration, coupled with a profound dedication to providing exceptional client service. The compensation package will be commensurate with your level of expertise.
Education and Work Experience Requirements:

  • A Bachelor's degree in a relevant field such as finance, accounting, or business administration.
  • Experience of 4+ years in trust administration within a Trust Company or financial institution.
  • Preferred possession of professional certifications, such as Certified Trust and Financial Advisor (CTFA).
  • Other educational achievements or professional certifications will be considered advantageous.

Key Skills:

  • Solid knowledge of trust administration practices, fiduciary principles, and pertinent laws and regulations.
  • Ability to thrive in a team-oriented environment, valuing each aspect of the job, no matter how big or small.
  • Outstanding attention to detail, analytical prowess, and adeptness in prioritizing and managing multiple tasks effectively.
  • Excellent communication and interpersonal skills, with a proven ability to build rapport and maintain professional relationships with colleagues, clients, external advisors, and stakeholders.

Primary Responsibilities:

  • Supervise client fiduciary relationships, covering custody, investment management, trusts, IRAs, and estates.
  • Oversee day-to-day administration of accounts, ensuring precision, compliance, and adherence to established policies and procedures.
  • Demonstrate proficiency in trust accounting software and analyzing client materials using Excel, PowerPoint, and other software tools.
  • Offer comprehensive guidance to family office and multi-generational client families in various financial aspects, including wealth transfer planning, cash flow and tax planning, and legal structures involving trusts and business entities.
  • Collaborate with legal professionals, financial advisors, and other stakeholders to formulate and implement comprehensive strategies.
  • Provide clients with invaluable support and advice on trust structures, asset management, estate planning, and wealth preservation.
  • Regularly review accounts and client relationships, addressing any issues or concerns, and making necessary recommendations.
  • Monitor and ensure compliance with all applicable legal and regulatory requirements, including tax laws, trust regulations, and reporting obligations.
  • Cultivate and maintain strong relationships with clients, serving as their primary point of contact and delivering exceptional customer service.
  • Stay up-to-date with industry trends, best practices, and emerging developments in trust administration to elevate service delivery and maximize client satisfaction.

This position offers the unique opportunity to work closely with a select group of clients within an office that values the balance between professional and personal life. If applicable, professionals who bring clients seeking to transfer their business will be duly compensated for the retained business they bring in.

We are not currently accepting candidates who have been submitted by other staffing firms or agencies. Thank you for your understanding.
To be considered for this opportunity, candidates must have unrestricted work authorization in the United States.  Individuals in H-1b, L-1, TN, H4, and OPT EAD status do not have unrestricted work authorization.
VALiNTRY Services and all its divisions are equal-opportunity employers. Applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or any other federal or state-protected category.

For immediate response please forward resumes to [email protected]

Eric Lyublinsky
Sr. IT Recruiter
(Direct) 407-205-1125
(Office) 800-360-1407

For a list of our current openings please visit Valintry's Jobs Webpage

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