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Navitas Credit Corp. · 8 hours ago

Trust Officer

Orlando, FL

Full-time

Onsite

Mid, Senior Level

$0/yr - $0/yr

5+ years exp

Navitas Credit Corp. is seeking a Trust Officer to manage and administer trust accounts while ensuring compliance with legal and regulatory standards. The role involves building relationships with clients, collaborating with financial professionals, and supporting investment management and trust sales opportunities.

BankingFinancial Services

Responsibilities

Manage trust accounts in accordance with legal, regulatory, and fiduciary standards

Ensure timely and accurate income and principal distributions to beneficiaries

Identify and mitigate risks associated with trust administration

Communicate trust provisions clearly and help clients align trust strategies with their financial goals

Maintain comprehensive records of trust transactions, correspondence, and legal documents

Partner with legal, tax, and other professionals to manage complex trust accounts

Ensure adherence to all applicable laws, regulations, and internal policies

Collaborate with Wealth team members and internal partners to deliver a seamless client experience

Build a network of internal and external contacts to attract new client relationships

Stay current on legal and regulatory developments impacting trust administration

Participate in community events to enhance visibility and attract prospects

Qualification

TrustEstate lawsTrust administrationClient relationship managementRisk managementComplianceAnalytical skillsAdvanced certificationsProfessional presenceBusiness developmentIndustry awarenessCommunity engagementInterpersonal skillsTeamworkCommunication skillsCollaborationDocumentation