Trust Officer
Los Altos, CA
Experience: Experienced Professional (Non-Manager)
Category: Banking
Industry: Financial / Banking
Reference ID: MC73842LSTS
Date Posted: 11/27/2025
Shortcut: http://sales-consultants-of-sacramento.jobs.mrinetwork.com/5WAX2F
Excellent opportunity for a Trust Officer in the Peninsula with a very successful regional financial institution.
RESPONSIBILITIES:
- Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy.
- Perform annual oversight of trust tax reporting.
- Assist with the development of business in the market you serve.
- Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources.
- Manage estate settlements including direct contact with beneficiaries; collection and inventory of assets and personal belongings; arrangement of tax, legal and other professional services.
REQUIREMENTS:
- Minimum of 5 years related experience in trust administration, estate planning and/or finance.
- Bachelors Degree and Certified Trust and Financial Advisor (CTFA) designation preferred
- Trust, legal or accounting experience (corporate trustee preferred)
- Knowledge of estate planning concepts
- The ability to network and have a strong connection to the community you serve
- Strong relationship building/networking skills that gains trust and confidence
- Solid problem solving abilities
- Outstanding verbal and written communication skills
- Flexibility & ability to work in an environment that is continually evolving
- Knowledge of investments/tax/real estate
For further consideration regarding this and/or other opportunities please inquire confidentially to mike@scsacramento.com or call 916-850-2437. All inquiries held in strict confidence. Thank you for your interest.
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