Trust Officer
Recruiter: Savannah Bishop
Santa Clara, California | Finance | Not Remote | $100,000 to $110,000 | Job ID: 124329
Job Summary
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Are you an experienced Trust Officer with a passion for managing individual wealth management accounts? Join our team in San Jose as a Trust Officer, overseeing various trust types while serving as Trustee, Executor, or Agent. Your role will involve fiduciary responsibilities, client relationship management, and ensuring compliance with company policies and regulatory standards.
Trust Officer Compensation & Benefits:
- Competitive Salary Range: $100,000 – $110,000
- Comprehensive Benefits Package
- Discretionary bonus
Trust Officer Qualifications:
- Mandatory certification: Certified Trust and Financial Advisor (CTFA).
- Minimum 5 years' experience in trust administration and estate settlement.
- Bachelor's degree or equivalent practical experience.
- Strong grasp of trust administration principles aligned with state laws.
- Proficiency in Microsoft Office; familiarity with CRM tools (Salesforce is advantageous).
Trust Officer Responsibilities:
- Mitigate risk associated with probate or trust accounts while adhering to regulatory guidelines.
- Establish a positive company image by engaging with local community and business groups.
- Interpret intricate trust instruments and make informed decisions based on thorough research.
- Manage new account onboarding, setup, and asset transfers.
- Provide recommendations on non-routine fiduciary matters after comprehensive analysis.
Ready to contribute your expertise in trust management? Join our team and play a vital role in delivering exceptional client service while upholding the highest standards in trust administration.
At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.
JOB ID: 124329
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Savannah Bishop
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Additional Information
At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.
Goodwin Recruiting
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Additional Information
At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.
