Trust Officer - Settlement Onboarding

Willenborg Wealth Management

Remote
**
Administer trust and estate settlement accounts
Facilitate pre-acceptance and onboarding of new accounts
Income tax planning and preparation
** Willenborg Wealth Management is seeking a Trust Officer for Settlement Onboarding to manage trust and estate settlement accounts, facilitate client onboarding, and ensure compliance with relevant regulations. The role requires strong interpersonal skills, leadership capabilities, and knowledge of finance, tax planning, and fiduciary law. **

Job Summary

  • Administers trust and estate settlement accounts, as well as facilitates the pre-acceptance and onboarding of new trust and estate settlement accounts.
  • Participates in the income tax planning and preparation process and performs such tax planning functions as may be appropriate.
  • Develops and maintains strong relationships across all levels of the organization and reviews progress of assignments with executive leadership/management.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking a Trust Officer for Settlement Onboarding to manage trust and estate settlement accounts, facilitate client onboarding, and ensure compliance with relevant regulations. The role requires strong interpersonal skills, leadership capabilities, and knowledge of finance, tax planning, and fiduciary law. **

Skills & Requirements

Must-have

  • Administer trust and estate settlement accounts
  • Facilitate pre-acceptance and onboarding of new accounts
  • Income tax planning and preparation
  • Interact with financial advisors and clients
  • Fiduciary laws and principles

Nice-to-have

  • Develop and maintain strong relationships
  • Coach and mentor less experienced staff
  • Provide comprehensive solutions to complex problems

Key Requirements

  • 3 to 6 years general experience
  • Bachelor's degree in Accounting, Business Administration, or Finance
  • Knowledge of Trust Code of Florida or other applicable states
  • Knowledge of Fiduciary laws and principles

Work Rights

Not specified

Tailored Resume

Cover Letter