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Trust Officer
$90000-120000 / year
Job ID:
50530612
Job Description
Job Title: Trust Officer – Estates, Trusts & Special Needs Trusts
Location: White Plains, NY
Salary: $90,000+ annually, depending on experience
We’re seeking an experienced Trust Officer to manage and administer a portfolio of fiduciary accounts, including Estates, Trusts, Special Needs Trusts, and Agency accounts. You will serve as the lead relationship officer, working closely with attorneys, accountants, beneficiaries, and co-fiduciaries to ensure accurate administration, compliance, and exceptional client service.
Key Responsibilities:
- Oversee day-to-day administration of assigned accounts, demonstrating strong fiduciary knowledge.
- Evaluate discretionary payment requests and provide informed recommendations.
- Conduct annual account reviews and present findings to the Trust Administrative Committee.
- Develop new business through referrals, Centers of Influence (COI), and professional networking.
Qualifications:
- Proven experience managing fiduciary accounts, including estates, trusts, and special needs trusts.
- Strong knowledge of fiduciary law, tax reporting, and trust administration.
- MUST have experience with Special Needs Trusts
- MUST be bilingual Spanish
About White Plains, NY
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