Senior Trust Officer Job at Old North State Trust, Lexington, NC

WGR6ZjhGZ2pyblZhRHNqcEJRdEFSUk5yclE9PQ==
  • Old North State Trust
  • Lexington, NC

Job Description

Job Description

Job Description

Salary:

Old North State Trust , is seeking candidates for the position of Trust Officer or Senior Trust Officer .

Old North State Trust provides Trust and Estate Services, Income, Estate and Trust Tax Consulting, and Asset Management with a distinction in objectivity, expertise and flexibility to fee-based services with an intense focus on quality customer service.

As a Trust Officer, you will:

  • Be responsible for administration, management and servicing of assigned fiduciary and investment management accounts.
  • Administer personal trusts, guardianships and other fiduciary accounts per terms of governing document.
  • Serve as a department subject matter expert regarding fiduciary accounts.
  • Partner with external advisors regarding tax, legal and other fiduciary matters.
  • Consult with attorneys regarding legal needs and interpretation of trust documents, wills and other legally prepared materials.
  • Promote and sell trust services to new and existing customers; maintaining our current client relationships and developing new client relationships in the areas of investment management trust administration estate and retirement planning and retirement benefit plans.
  • Proactively deliver and provide oversight of all estate settlement processes make post-mortem elections and work closely with Operations Supervisor in the preparation of estate tax returns, gift tax returns, fiduciary tax returns, and accountings for trusts and estates.
  • Provide consultation on financial and wealth management matters.

The successful candidate will:

  • Minimum of 7 years Trust experience
  • Possess strong relationship-building and business development skills.
  • Have significant knowledge of fiduciary duties and trust administration.
  • Have a bachelor's degree, preferably in finance, business administration orhold an MBA in Trust and Wealth Management.
  • Possess a working knowledge of financial services industry's trends, directions, major issues, regulatory considerations and trendsetters.
  • Have demonstrated success working with teams.

We prefer candidates who:

  • Possess a CTFA designation.

EOE/everify

Job Tags

Similar Jobs

Domino's Franchise

Delivery Driver - 601 McCray St Job at Domino's Franchise

Job Description Answer phones and take orders and deliver food. Make pizzas and other food items. General cleaning and light lifting(20lbs). Must be cheerful,punctual and customer oriented. Must have clean driving record, insurance and clean reliable car.

Block

Senior Data Engineer, 3PR Job at Block

 ...Information Security, Platform Infrastructure Engineering, and more provide support and guidance...  ...reporting automations, building robust data pipelines, and enabling regulatory...  ...San Francisco Bay Area .Software Engineer Intern/Co-op (Fall 2025) Full Stack Software Engineer... 

Bureau Veritas Group

Mechanical Inspector Job at Bureau Veritas Group

 ...inspection experience # Witness Factory acceptance test for valves # Hydrostatic test for seat/body of vales, pipes, fittings # NDE / NDT # Read and interpret drawings # MTC review # Witness lab testing # Visual and Dimensional inspection Job Requirements:... 

procaretherapyservices

Remote Live Chat Specialist Job at procaretherapyservices

We are seeking a dynamic and customer-focused Live Chat Specialist to join our Customer Support team. The ideal candidate will be responsible for providing real-time assistance to our customers through live chat, ensuring a positive and seamless experience. If you have... 

Endeavour. Inspired Infrastructure.

Chemical Process Pilot Plant Operator Job at Endeavour. Inspired Infrastructure.

 ...Endeavours Pact group has an exciting opportunity for a Chemical Process Pilot Plant Operator . We are currently operating a small pilot plant of our patented catalytic cracking process, which cracks methane into green hydrogen and graphite, located in Wadsworth, OH...