Capital First Trust Company · 14 hours ago
Director of Personal Trust Services
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expCapital First Trust Company is seeking a Director of Personal Trust Services to manage and lead the Trust Servicing department. The role involves overseeing Trust Officers, ensuring compliance with fiduciary appointments, and participating in business development activities.
FinanceFinancial ServicesService Industry
Responsibilities
Carefully manages assigned Trust Officers and Trust Administrators to ensure that expert and professional service is provided to trust clients. Sets and maintains client service levels
Ensures that each fiduciary appointment is administered according to the trust agreement and in compliance with all Company policies and procedures, applicable state and federal laws and regulations
Assists in the new business development process by responding to inquiries from financial consultants, third party contacts, and private individuals regarding both current and future trust prospects. Aids New Business Officers and Case Management Officers including participating in prospecting exercises, prospect meetings and other activities as needed
Administers a select group of trust accounts
May serve as, or substitute for, the Chair of the Trust Committee or serve as a Chair for a Sub-Committee. Responsibilities may include leading or supporting a discussion on new trust acceptance recommendations, discretionary distributions or purchases, and/or ongoing administrative practices
Facilitates a seamless hand-off of new trust accounts from the Case Management Group to the assigned trust officer, ensures timely delivery of trust tax letters to clients and their accountants, ensure annual administrative account reviews are performed timely for all open trust accounts, oversees the timely preparation of required court accountings, provides over-sight of data and information collection relating to audits, monitor client complaints and the Watch List helping to resolve problems, directs officers in the professional, timely and gracious process of closing accounts and trust terminations
Participates in other tasks or special projects as assigned
Recruits and develops talented individuals needed to meet the Company's business goals
Manages assigned personnel in all facets of their employment. Makes client account assignments, sets workload levels and performance standards and tasks employees with other responsibilities as necessary
Ensures that Trust Officers and Trust Administrators receive the appropriate training. Coaches, trains and inspires employees thereby continually enhancing employee's skills and building a pipeline of candidates for promotion
Sets professional performance and growth goals for each employee on an individual basis. Allocates decision making authority and empowers employees so that the business goals of the Company are efficiently and professionally achieved. Ensures completion of realistic, constructive annual performance reviews for all employees on the assigned Personal Trust Services team
Manages work schedules, approves Paid Time Off and works with the Human Resources Manager to promote a professional, healthy and pleasant work environment
Counsels employees whose performance does not meet standards or behavior violates the Company's Employee Handbook. In collaboration with Senior Management and Human Resources engages in performance planning exercises, issues verbal or written warnings or terminates unsuccessful employees
Qualification
Required
Must have experience in the administration of Settlement, Directed Trusts and/or Wealth Management Accounts
Extensive knowledge of Settlement Trust negotiation and funding, trust planning techniques, familiarity with most estate planning techniques, personal tax and financial planning
Will be qualified with a Bachelor's degree
Ten years of experience in trust administration
Five years in management
Ability to travel on an as-needed basis
Should be able to conceptualize solutions, promote alternatives, define objectives, assess probabilities, develop complex strategies, identify inconsistencies and manage through organizational and process changes
Benefits
100% Employer paid Health/Dental/Life/LTD for individual employee
401(k) plan with 4% match
Voluntary Short-Term Disability
Employer paid off-street parking
Opportunities for advancement
Company
Capital First Trust Company
Capital First Trust Company offers case management, trust administration, vendors, and concierge services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kristin Beres, CPA
Chief Financial Officer and HR Director
Recent News
Seattle TechFlash
2025-09-12
Company data provided by crunchbase