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Senior Trust Officer - Los Angeles, CA

Los Angeles, California;

Job Description:

The Senior Trust Officer maintains a book of fiduciary and investment management accounts. Primary responsibility is the administrative and business development of the most complex IM&T (Investment Management and Trust) accounts. Works with the Market Trust Executive to assure trust product awareness and education of clients, associates and COIs (Centers of Influence.)

Works with typically large and complex high net worth clients and beneficiaries involving multi-generational families. Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank’s fiduciary platform

Description:  The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Requirements

Credentials / Experience:

Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
Minimum of 8 years of trust administration and estate planning experience

Key attributes / competencies:

  • Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
  • Initiative/proactive approach to problem solving
  • Creative though prudent approach to providing solutions within Bank’s risk/reward profile
  • Ability / drive to “ask for the order” to close sales
  • Good people/partner communication skills / team player
  • Knowledge of policies, procedures, regulatory requirements
  • High level of savvy and sophistication re: high net worth clients’ concerns / issues
  • Ability to communicate and connect with high net worth clients

Key Responsibilities

  • Partner with PCAs to drive business development / close new Trust business in prospecting activities
  • Proactively identify and harvest opportunities to deepen relationships within current client base
  • Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
  • Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
  • Proactively identify and resolve client issues
  • Engage in high level trust administration; oversee all administration activities
  • Document interpretation
  • Oversee risk management activities
  • Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Senior Trust Officer maintains a book of fiduciary and investment management accounts. Primary responsibility is the administrative and business development of the most complex IM&T (Investment Management and Trust) accounts. Works with the Market Trust Executive to assure trust product awareness and education of clients, associates and COIs (Centers of Influence.)

Works with typically large and complex high net worth clients and beneficiaries involving multi-generational families. Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank’s fiduciary platform

Description:  The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Requirements

Credentials / Experience:

Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
Minimum of 8 years of trust administration and estate planning experience

Key attributes / competencies:

  • Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
  • Initiative/proactive approach to problem solving
  • Creative though prudent approach to providing solutions within Bank’s risk/reward profile
  • Ability / drive to “ask for the order” to close sales
  • Good people/partner communication skills / team player
  • Knowledge of policies, procedures, regulatory requirements
  • High level of savvy and sophistication re: high net worth clients’ concerns / issues
  • Ability to communicate and connect with high net worth clients

Key Responsibilities

  • Partner with PCAs to drive business development / close new Trust business in prospecting activities
  • Proactively identify and harvest opportunities to deepen relationships within current client base
  • Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
  • Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
  • Proactively identify and resolve client issues
  • Engage in high level trust administration; oversee all administration activities
  • Document interpretation
  • Oversee risk management activities
  • Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21069221

Band: H4

Manages People: No

Travel: Yes, 15% of the time

Manager:

Talent Acquisition Contact:

Amber Jones

Referral Bonus:

0