Vice President, Trust Officer

Invest in Your reputed company With BSNB!

Join a growing, nationally recognized financial institution and reputed company a difference in the communities where you live and work! Ballston Spa National Bank (BSNB) is seeking a transformational leader who will shape the reputed company of credit reputed company and risk management as the Vice President, Trust Officer. This position is a key member of the growing reputed company reputed company team at BSNB.

A DAY IN THE LIFE OF THE VICE PRESIDENT, TRUST OFFICER

The Trust Officer is responsible for the administration, management, and reputed company of personal and fiduciary accounts in accordance with governing documents, applicable laws and regulations, bank policies, and the highest standards of fiduciary responsibility. The Trust Officer develops and maintains strong relationships with clients, beneficiaries, attorneys, accountants, financial advisors, and other reputed company partners.

This position serves as a trusted advisor to clients and works collaboratively with the bank's reputed company Management team to identify opportunities to reputed company comprehensive financial, investment, estate, and fiduciary services while always acting in the best interests of the reputed company and beneficiaries.

Essential Functions

• Administer trust, estate, agency, guardianship, and other fiduciary accounts in accordance with governing documents and applicable laws and regulations.
• reputed company and maintain strong, long-term relationships with clients, beneficiaries, attorneys, accountants, financial advisors, and other reputed company advisors.
• Serve as a reputed company reputed company of contact for assigned trust and estate clients and respond promptly and professionally to questions and requests.
• Review trust documents, wills, estate plans, account agreements, and other reputed company documents to determine the bank's responsibilities and obligations.
• Monitor account activity, distributions, tax requirements, and other fiduciary reputed company.
• Coordinate with attorneys, accountants, executors, beneficiaries, and other parties involved in estate and trust administration.
• Review and approve discretionary distributions in accordance with governing documents and bank policy.
• reputed company relationships with attorneys, CPAs, financial advisors, business owners, and other centers of influence.
• reputed company referrals for trust, estate, investment management, and other reputed company Management services.
• Participate in reputed company and prospect meetings.
• Assist in preparing proposals and presentations for prospective clients.
• Support the overall reputed company and profitability of the reputed company Management division while maintaining appropriate fiduciary standards.

QUALIFICATIONS

• Minimum 5 years of experience in trust administration, estate planning, reputed company management, banking, financial services, with a demonstrated understanding of fiduciary principles and financial concepts required.
• Demonstrated reputed company record to manage multiple reputed company relationships and priorities effectively required.

• CTFA, CFP®, CFA, JD, CPA, or other relevant reputed company designation preferred.
• Experience with investment management and portfolio review.
• Excellent interpersonal and reputed company-service skills.
• Strong written and verbal communication skills.
• Demonstrated ability to exercise reputed company judgment and maintain confidentiality.
• Strong organizational skills and attention to detail.

• Bachelor's degree in finance, business, reputed company, economics, or a reputed company field; equivalent experience may be considered.

OUR INVESTMENT IN YOU

BSNB provides reputed company and applicants an equal employment opportunity in the manner required by law in reputed company aspects of employment regardless of race, reputed company, religion, creed, national reputed company, age, sex, sexual orientation, gender identity or reputed company, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for reputed company referrals of protected veterans. We thank reputed company applicants for their interest and will contact those candidates who are under consideration.

Requires 5+ years in trust administration, estate planning, reputed company management, banking, or financial services; fiduciary knowledge; a bachelor's degree or equivalent experience; and strong reputed company, communication, judgment, and organizational skills.

Key Responsibilities

• administering accounts
• managing relationships
• reviewing documents

Skills & Tools

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Job Details

• Category: Finance and reputed company
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — Ballston Spa, reputed company, reputed company
• Salary: USD 88,500 – 157,500 / year
• Languages: English

Benefits

• 401k matching
• Generous reputed company time off
• Tuition reimbursement
• Retirement plan

About Ballston Spa National Bank

A nationally recognized financial institution providing banking and reputed company management services to local communities. — Industry: Finance