Trust officer

Goshen, NY 10924

Job Category: Banking Job Number: 45982283 Pay Rate: $90,000 / year

Job Description

Trust Officer – Join a respected financial institution as a Trust Officer, managing and administering a diverse portfolio of Trusts, Estates, Special Needs Trusts, and Agency accounts. You’ll serve as the primary relationship officer, collaborating with attorneys, accountants, beneficiaries, and colleagues to ensure top-tier fiduciary service.Key Highlights:
  • Manage and grow a personal book of trust accounts.
  • Act as the lead contact for clients and co-fiduciaries.
  • Oversee trust administration, compliance, and risk mitigation.
  • Cultivate business through referrals and network building.
  • Engage in business development and community events.
What We’re Looking For:
  • Bachelor’s degree required; CTFA a plus.
  • 5–10 years as a Trust Officer or practicing attorney.
  • Strong fiduciary knowledge, relationship-building, and analytical skills.
This is a full-time, on-site role in Goshen, NY, offering a competitive salary of $90,000–$112,000.

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About Goshen, NY

Explore exciting job opportunities in the vibrant area around Goshen, New York, where career growth and enchanting charm converge! Nestled in the picturesque Hudson Valley, Goshen boasts a rich history, quaint boutiques, farm-to-table dining, and renowned art galleries like Orange County Arts Council and Harness Racing Museum & Hall of Fame. With nearby attractions like the stunning Sterling Forest State Park and the iconic Woodbury Common Premium Outlets, working in Goshen offers a perfect balance of career fulfillment and leisure. Don't miss out on the chance to be part of this dynamic community – start your job search today!