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Details about Job Offer no. 1301239

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Trust Officer

Job Category:




/ Yearly


Company Name: Beacon Trust Company
Positon Responsibilities
Direct oversight and delivery of fiduciary services to sophisticated trusts in accordance with applicable law, governing instruments, contractual agreements and Board and Board committee actions.
Identify planning opportunities via evaluation of alternative structures, holdings and strategic initiatives that enhance account objectives. Implement approved strategies.
Prepare account trust and investment reviews and recommendations for further review and approval by the Head of Fiduciary Services and applicable Board Committees.
Verify and approve trust transactions for proper authorization, recording and compliance with trust provisions and requirements.
Support client relationship managers by analyzing and reporting trust and beneficiary cash flows, liquidity requirements and asset allocations.
Review periodic account statements for accuracy and completeness including proper allocation of transactions between principal and income.
Assist / Mentor Trust Administrators in processing transactions including complex transactions involving multiple entities and in kind distributions.
Prepare materials for review and determination by Board Committees to include asset purchases, leverage strategies and consideration of discretionary distributions.


4-6 years prior fiduciary experience with sophisticated trust structures at a law firm; family office or trust company.
BA with advanced degree. JD a plus.
Excellent communication and analytical skills.
Knowledge of fiduciary principles and laws as well as investment and tax concepts applicable to trusts.
Demonstrated strength in both planning and implementation skills.
Comfortable working in a team / matrix environment with different skills and experiences represented.

Job Available in:

Salem, NH

Employer`s Country:

United States

Job Viewed:

1 times.

This job offer will expire in 11 day(s).


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