Trust Officer Job at Gpac, Columbia, SC

M2wyTWd5MXVrMXhLVk5abWxjN0ZOMWx1MVE9PQ==
  • Gpac
  • Columbia, SC

Job Description

Trust Officer

A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications:

* Bachelor's degree or equivalent
* JD and/or Masters degree
* 5-7 years of relevant trust administration experience
* Strong teammate who enjoys collaboration with internal partners
* CTFA, CFP, CFA, CES, or equivalent
* Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels

Trust Officer Responsibilities:

* Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
* Actively participate in Trust Administrative Sub-Committee meetings
* Perform administrative account reviews annually
* Accountable for servicing and retention of existing accounts
* Supervise and monitor new account establishment and funding
* Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
* Coordinate preparation of trust tax returns and agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
* Lead and/or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.)

This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area.

I partner with companies all over Missouri and work with other GPAC recruiters in the U.S. to place qualified candidates with strong companies. To be considered for this position and others, please apply with a resume. With any more questions or inquiries, email Nash Wergin at

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Tags

Full time,

Similar Jobs

Veyo

Delivery Driver / Gig Driver - Healthcare Appointment Driver Job at Veyo

 ...own vehicle around Phoenix! At Veyo, we help people get to and from their non-emergency medical appointments. We're looking for drivers to partner with us in your area. When you sign up to drive with Veyo, you will drive your own vehicle and set your own schedule.... 

General Dynamics Information Technology

Air Intercept Controller (AIC) Job at General Dynamics Information Technology

 ...of a team that solves some of the world's most complex technical challenges. ATGPACs Battlelab Support team is seeking an Air Intercept Controller (AIC) to support this vital program with positions available in San Diego, CA.The Battlelab team shall provide technical,... 

Sharp Medical Staffing

Travel Nurse RN - Educator - $1,949 per week Job at Sharp Medical Staffing

 ...Sharp Medical Staffing is seeking a travel nurse RN Educator for a travel nursing job in Clinton, Maryland. Job Description & Requirements ~ Specialty: Educator ~ Discipline: RN ~ Start Date: 04/21/2025~ Duration: 13 weeks ~40 hours per week ~ Shift:... 

Aveanna Healthcare

Private Duty Nurse Job at Aveanna Healthcare

 ...and Company-Paid Life Insurance ~ Paid Time Off Available ~ Flexible scheduling- full-time, part-time, or PRN. Days, nights, and weekend shifts we will work with your availability!~24/7 Local support from operators and clinicians ~ Aveanna has a tablet in each... 

Atlantic Health System

MRI Technologist-Chilton Medical Center-Per Diem Job at Atlantic Health System

 ...related duties as assigned. #LI-GM1 The shifts vary, including 2 weekend shifts per month. The hours are that would be needed for an 8-...  ...Guidelines-Stroke Gold Plus Quality Achievement Award with Target: Stroke Honor Roll Elite. We achieved Magnet recognition from...