| Trust Officer I Job Description |
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| The following is a full job description for Trust Officer I. Here are the requirements and responsibilities for Trust Officer I along with statistics. If after reading this page you determine that Trust Officer I is not the position you are looking for, you may want to try one of these similar titles: Trust Compliance Officer, Trust Officer III, Trust Administrator I, Trust Officer II, Trust Administration Manager, Chief Technology Officer, Trust Administrator III, Trust Administrator II, Trust Operations Manager |
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| Requirements and Responsibilities For Trust Officer I |
| Responsible for the administration and management of trust accounts in accordance with specified terms and applicable regulations. Acts as the personal agent of an estate or trust, upholding fiduciary responsibilities to act in the best interest of the trust. Administers daily trust operations, including asset management, investment oversight, and the coordination of distributions. Maintains relations and communication with beneficiaries to advise clients and communicate changes. Requires a bachelor's degree. Typically reports to a manager. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience. |
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| Also referred to as: Personal Trust Officer I, Trust Portfolio Administration Officer I |
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| Similar Jobs: Trust Compliance Officer, Trust Officer III, Trust Administrator I, Trust Officer II, Trust Administration Manager, Chief Technology Officer, Trust Administrator III, Trust Administrator II, Trust Operations Manager |
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| Level of Education: Trust Officer I Salaries with No Diploma, Trust Officer I Salaries with a High School Diploma or Technical Certificate, Trust Officer I Salaries with an Associate's Degree, Trust Officer I Salaries with a Bachelor's Degree, Trust Officer I Salaries with a Master's Degree or MBA, Trust Officer I Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Financial Services, Insurance | |
