Trust Officer - Rj Trust

Willenborg Wealth Management

Fully remote
Trust administration
Income tax planning
Fiduciary laws
Willenborg Wealth Management is seeking a Trust Officer to administer personal trust accounts, engage in income tax planning, and facilitate relationships with clients and Financial Advisors. This fully remote position requires strong interpersonal skills and a comprehensive understanding of fiduciary laws and trust administration

Job Summary

  • Administers personal trust accounts using specialized knowledge and skills, resolving complex problems and interacting with senior management.
  • Participates in income tax planning and preparation, explains tax matters to beneficiaries and Financial Advisors, and works with investment officers on asset allocation.
  • Develops and maintains strong relationships across all levels of the organization and reviews progress with executive leadership.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Trust Officer to administer personal trust accounts, engage in income tax planning, and facilitate relationships with clients and Financial Advisors. This fully remote position requires strong interpersonal skills and a comprehensive understanding of fiduciary laws and trust administration.

Skills & Requirements

Must-have

  • Trust administration
  • Income tax planning
  • Fiduciary laws
  • Client interaction
  • Financial advisory function

Nice-to-have

  • Develop strong relationships
  • Coaching and mentoring
  • Ethical principles adherence
  • Adaptability to changing priorities

Key Requirements

  • 3 to 6 years general experience
  • Bachelor's degree in Accounting, Business Administration, or Finance
  • Knowledge of IRA regulations
  • Knowledge of Trust Code of Florida or other applicable states
  • Less than 25% travel

Work Rights

Not specified

Tailored Resume

Cover Letter