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CyberCoders · 2 weeks ago

Senior Trust Administration Officer

San Diego, CA

Full-time

Onsite

Senior Level, Lead/Staff

$145K/yr - $180K/yr

10+ years exp

CyberCoders is a regional banking institution with a fiduciary focus spanning multiple states. In this role, you will provide top-tier personalized customer care for client accounts while overseeing trust account administration and ensuring compliance with fiduciary duties.

RecruitingSearch Engine

Growth Opportunities

No H1B

Hiring Manager

Brooke Rinaldi

Responsibilities

Oversee the administration of trust accounts and ensure compliance with fiduciary duties

Develop and maintain strong relationships with clients, addressing their needs and concerns regarding trust administration

Provide expert advice on estate planning and regulatory compliance to clients and internal stakeholders

Collaborate with wealth and investment management teams to ensure optimal portfolio performance for trust accounts

Conduct financial analysis and risk assessments to support trust management decisions

Identify opportunities for business development and promote trust services to prospective clients

Qualification

Trust administration experienceTrust lawsFinancial analysis proficiencyCustomer experience dedicationInvestment management knowledgeBachelor's degreeMaster's degreeIndustry certificationsPresentation skills