Trust Officer
Not Disclosed•Full-TimeOn-site
location_on20th Street Cycle Track, Saint Louis Place, Saint Louis, Missouri, 63106, United States
About the Role
A Trust Officer is a banking professional dedicated to servicing trusts and investments. This is a relationship-based role where customer interactions often span generations, covering both private and corporate trust accounts. The position serves as a central hub for coordinating with advisors, internal teams, attorneys, accountants, and family members to ensure the timely and accurate settlement of estates and the proper distribution of assets.
Company Culture
This bank prides itself on retaining employees and boasts one of the best tenure backgrounds in the area. The organization values collaboration and offers an excellent compensation and benefits package designed to support long-term professional growth.
Hiring Process
To be considered for this position, please apply with a resume. For any questions or inquiries, contact Nash Wergin.
Equal Opportunity
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
Work location
Work model: On-site
20th Street Cycle Track, Saint Louis Place, Saint Louis, Missouri, 63106, United States
Saint Louis, Missouri
Key Responsibilities
- check_circleService private and corporate trust accounts including ongoing account reviews
- check_circleCoordinate preparation of trust tax returns and agency letters with accountants
- check_circleLead projects as a subject matter authority for system conversions and process improvements
- check_circleManage discretionary distribution reviews and relationship building with clients and advisors
- check_circleEnsure timely estate settlement including document review and final expense payments
- check_circleSupervise and monitor new account establishment and funding processes
- check_circleParticipate in Trust Administrative Sub-Committee meetings to support governance
Requirements
- verifiedBachelor's degree or equivalent
- verifiedJD and/or Masters degree
- verified5-7 years of relevant trust administration experience
- verifiedCTFA, CFP, CFA, CES, or equivalent
- verifiedTrust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels
Similar Job Opportunities
Skills, education and keywords
Skills: Ctfa, Cfa, Ces, Trust Administration, Trust Investment, Estate Settlement, Trust Tax Returns.
Education: Bachelor's degree or equivalent; Masters degree.
Frequently asked questions about Trust Officer at gpac
What does a Trust Officer at gpac do?expand_more
A Trust Officer at gpac is responsible for the following: Service private and corporate trust accounts including ongoing account reviews; Coordinate preparation of trust tax returns and agency letters with accountants; Lead projects as a subject matter authority for system conversions and process improvements; and Manage discretionary distribution reviews and relationship building with clients and advisors.
What are the requirements for this Trust Officer role?expand_more
gpac is looking for candidates who meet the following requirements: Bachelor's degree or equivalent; JD and/or Masters degree; 5-7 years of relevant trust administration experience; CTFA, CFP, CFA, CES, or equivalent; and Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels.
Where is the Trust Officer role at gpac located?expand_more
Trust Officer at gpac is based in 20th Street Cycle Track, Saint Louis Place, Saint Louis, Missouri, 63106, United States. This is a on-site role.
Is this Trust Officer job remote, hybrid, or on-site?expand_more
gpac has listed this Trust Officer role as on-site.
How much experience is required for this Trust Officer role?expand_more
Trust Officer at gpac typically requires 5–7 years of relevant experience at the senior level.
What skills do you need for the Trust Officer role at gpac?expand_more
Key skills for Trust Officer at gpac include Ctfa; Cfa; Ces; Trust Administration; Trust Investment; Estate Settlement; and Trust Tax Returns.
What education is required for Trust Officer at gpac?expand_more
Educational requirements for this role: Bachelor's degree or equivalent; and Masters degree.
What category does the Trust Officer role belong to?expand_more
Trust Officer at gpac is part of the accounting & finance job category on Recrutus.