Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Description
Title: Trust Officer
Job Summary:
The Bank Trust Officer will provide clients with expert advice on trust and estate matters, creating and overseeing trusts under the terms of the governing trust documents. This position will be responsible for the efficient administration of 30-40 current fiduciary accounts where the bank is acting as trustee, personal representative, guardian or agent. The Officer will administer accounts in a manner that ensures compliance with legal requirements and bank policies and procedures. Shares responsibility for soliciting, developing, managing and retaining client relationships for Personal Trust. Public speaking and marketing skills are essential and there will be limited travel to our seven different bank branches in central and eastern Oklahoma.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Duties/Responsibilities:
Supervisory Responsibilities
Requirements
Required Skills/Abilities:
Education and Experience: