Trust Officer | Los Gatos, California

Reference Number: HRJ7581
Location: Los Gatos, California

Judson Group has partnered with a $17B+ AUM RIA with a national presence in the search for a Trust Officer who will be responsible for fiduciary and client relationship management. The Trust Officer will be responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business. The ideal candidate will have strong trust administration, estate settlement, and fiduciary experience.

Responsibilities:

  • Cultivate wealth management client relationship through estate settlement and trust administrative functions.
  • Oversee management and/or disposition of trust-owned personal and real estate property.
  • Participate in day-to-day activities associated with managing and controlling risk to probate or trust accounts and assure compliance.
  • Manage new account onboarding, set up and asset transfer follow-up.
  • Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or applicable governing Committees.
  • Promote additional business, generate client referrals, and deepen relationships with clients, prospects, and COIs.
  • Continuously partake in professional development and training to deepen wealth client relationships and wealth planning needs.

Requirements:

  • BA/BS preferably in Finance or a related field.
  • 5+ years of experience in wealth/trust administration or closely related field.
  • JD/CTFA highly preferred.
  • Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by California law (Nevada law, a plus).
  • Working knowledge of California probate code, CUPIA, as well as estate, GST, gift, and income tax laws as they apply to fiduciaries and beneficiaries.
  • Strong background in administering trust-owned real estate, partnerships, and other unique assets.
  • Proactively and independently solve problems while exercising sound judgment.

Compensation:
Competitive compensation, bonus, and benefits package.

Location:
Los Gatos, California

Reference Number: HRJ7581

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