VP Fiduciary Officer

Job Purpose & Scope:

Manages assigned fiduciary accounts and the day-to-day administration for assigned accounts, including delegation to and management of fiduciary associates.

Essential Job Functions:

1. Manages and administers moderately complex fiduciary accounts including, but not limited to:
2. Evaluates trust documents and administer trusts in accordance with terms and applicable laws.
3. Communicates with beneficiaries, evaluates requests for distributions and decisions appropriately.
4. Presents discretionary trust matters to Trust Administration Committee (TAC), after consultation with Regional Director and/or Chief Fiduciary Officer.
5. Reviews fiduciary tax returns and works collaboratively with outside tax preparers.
6. Works with Manager of PHI regarding all unique assets in the handling of such assets maintained in trust accounts.
7. Identifies issues for escalation and consultation with Regional Director and/or Chief Fiduciary Officer.
8. Communicates and collaborates effectively with teammates.
9. Cultivates and maintains strong client relationships.
10. Develops and maintains knowledge relevant to the position regarding state trust law, fiduciary income tax, basic estate tax and gift tax, and other applicable subject areas by reading, researching and learning through web-based or other training.
11. Corresponds, communicates, and meets with clients, ensuring a high level of client engagement to build and strengthen client relationships.
12. Responds to internal and external customers, providing timely response to inquiries and requests for support.
13. Partners with centers of influence, the professional community and internal banking partners to develop a network of referral partners.
14. Maintains accurate and well-organized records and files.
15. Produces timely, thorough and accurate work, ensuring deadlines and regulatory requirements are met.
16. Manages associate team members and mentors more junior officers, when requested.
17. Travels within local market area to meet with clients and prospects for new clients.
18. Regularly exercises discretion and judgment in the performance of essential job functions.
19. Maintains good punctuality and attendance to work.
20. Follows Bank policy, procedures, and guidelines.

Knowledge, Skills & Abilities:

1. Knowledge of applicable probate and trust laws.
2. Knowledge of basic federal income, estate and gift tax.
3. Knowledge of trust accounting and management software, preferably TrustDesk (FIS product).
4. Ability to work effectively in a team environment.
5. Ability to communicate effectively both verbally and in writing.
6. Ability to demonstrate effective time management and organizational skills.
7. Ability to demonstrate initiative to accomplish work objectives.
8. Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.
9. Ability to work effectively and demonstrate flexibility in a continually changing environment.
10. Ability to maintain attention to detail.
11. Ability to demonstrate effective customer service skills.
12. Ability to work under limited supervision.
13. Ability to travel on company business.
14. Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

Basic Qualifications:

1. Bachelor’s degree in business, finance, or accounting, or commensurate work experience, required.
2. 6+ years of experience in a personal trust administration and/or investment management role in a fiduciary environment, required; and/or 6+ years’ experience in estate planning, trust administration, and/or probate in a legal practice, required.
3. Prior work experience with high net worth planning and administration, preferred.

Job Expectations:

Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

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EEO Statement: