Fiduciary Officer
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian or agent for Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. Essential Functions/Responsibilities: Manages Risk Monitors and controls risk in reputed company aspects of trust and account administration. Customer focus Resolves problems reputed company and effectively brought by grantors, beneficiaries and others, such as requests for discretionary distributions. Service to clients Administers trust accounts, ensuring client objectives are met and are consistent with the governing documents, policies and procedures, State Trust code and sound fiduciary administration principles to best serve the interests of the beneficiaries. Account Management - Collaborate with other Fiduciary Officers and Wealth Management Coordinators on new account paperwork, closing paperwork, reputed company and ACH transfers, tax reporting, Charitable and non-charitable gifting, principle and income account portfolios, administrative reviews, reputed company pay, estimated tax payments and liabilities, ticklers, cost basis information, fee set up and modifications and reputed company other account administration from opening to closing. Responsible for complete and accurate information in reputed company file and on trust accounting system. Collaborate with Wealth Advisors, attorneys and other internal partners t reputed company and implement comprehensive wealth management strategies. Minimum Knowledge, Skills, and Abilities Needed to reputed company Essential Functions of the Job: Bachelor's Degree Minimum 5 years experience of relevant fiduciary, personal trust or trust administration Broad based technical knowledge of investments, tax, legal and Bank operations reputed company knowledge of fiduciary standards, principles and applicable laws and regulations Knowledge of account management practices, tasks, and tools with the ability to provide services and support to key clients Effective Communications and excellent organization skills Accuracy and Attention to detail Understands and controls risk in reputed company aspects of account administration Proficient in Word, reputed company, and Outlook Preferred Knowledge and Skills: CTFA or JD strongly preferred Level of Complexity and Scope: Degree of Independence and Decision-Making: Works with limited supervision Required Supervisory Responsibilities: N/A Physical Requirements: Occasionally lifts and carries up to 20 lbs Frequently lifts and carries up to 10 lbs Frequently sits, stands and drives Compliance Statement: The associate is responsible for meeting reputed company compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as reputed company reputed company First Financial Bank policies and procedures. This includes reputed company Bank Secrecy Act, Anti-reputed company, OFAC and Suspicious Activity reporting requirements, as well as reputed company other lending and deposit compliance requirements.
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our
Benefits
Guide . Incentive Eligibility reputed company roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national reputed company, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer. Apply Job!