Trust Officer

Midlands Bank, a leader in innovative financial solutions, is seeking a dedicated Trust Officer to join our esteemed team. This role is perfect for someone passionate about helping clients manage and enhance their financial and estate planning through strategic trust administration and investment services. Leveraging cutting-edge technology and a dedication to exceptional customer service, our Trust Officer will play a pivotal role in fortifying client trust and securing our reputation as a personalized banking leader.

Responsibilities

• Administer a diverse range of trust accounts in accordance with the terms of their respective agreements and Midlands Bank's policies.

• Assist clients in the establishment of trusts and other estate planning structures, advising them on potential tax advantages and legal implications.

• Collaborate with relationship managers, financial planners, and other team members to integrate trust services within wider wealth management plans.

• Address and resolve any client concerns related to trust management, offering tailored solutions and recommendations.

• Stay current with the latest regulatory and legal changes affecting trust administration and communicate these updates to clients and colleagues.

• Prepare regular reports and conduct reviews to ensure compliance and performance standards are met.

Required Skills

• Trust administration

• Estate planning

• Financial advisory

• Regulatory compliance

• Client relationship management

• Effective communication