Trust Officer (Atlanta, GA)

Lewis James Professional

Trust Officer

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Trust Officer for a direct hire opportunity with a financial services client.

Responsibilities:

  • Review and administer trusts in accordance with the document and governing statutes.
  • Analyze and research issues for Investment Advisors.
  • Prepare new account openings by reviewing the trust instrument and all necessary documents.
  • Correspond with prior trustees to ensure all proper documentation and information is received in order to ensure administrative continuity.
  • Develop account closings by reviewing the necessary account closing documentation.
  • Compose Receipts, Releases, Refunding Agreements and Proposed Distribution Schedules, as needed.
  • Conduct at least annual administrative account reviews on all trusts to review risk level, profitability, ensure compliance with governing documents, state law, and tax requirements.
  • Collect information from advisors necessary to complete annual administrative review.
  • Process and coordinate fiduciary actions including discretionary distributions, document interpretation, tax compliance and account maintenance in a SunGard AddVantage system.
  • Coordinate tax preparation, engagement letters, communication with CPAs, track, review and file tax returns, process tax payments, and process tax preparation fees.

Qualifications:

  • Undergraduate degree and CTFA certification required.
  • 3 – 5 years’ experience in personal trust administration with a bank or trust company working with accounts in a directed trust environment.
  • Strong knowledge of law and trust administration coupled with problem solving and perseverance to bring challenges to resolution.
  • Must be able to work with Microsoft Office applications (Word, Excel, Outlook, CRM, and PowerPoint).
  • Excellent verbal and written communication skills.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3709. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_3709. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V