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Trust officer

Goshen, NY

Job Category: Banking Job Number: NP792443224-1 Pay Rate: $75000.00 / year

Job Description

Trust/Estates Officer
Job Responsibilities:
  • Manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. 
  • Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. 
  • Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
  • Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. 
  • As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
  • Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.

    Education
  • Bachelor Degree or higher
  • Five to 10 years of experience as a Trust Officer or a practicing attorney.
  • Certified Trust Fiduciary Advisor (CTFA) is desired but not required.

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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!