Yearly Salary: $125,000 - $160,000

Security Bank & Trust Co. is seeking a highly experienced and motivated Senior Trust Officer to serve in our trust and estate administration services. This individual will play a crucial role in managing high-net-worth client relationships, ensuring compliance with trust laws, and driving business development initiatives. The ideal candidate will be a strategic thinker with deep expertise in fiduciary services and a strong track record of growing trust portfolios.

Responsibilities:

• Trust & Estate Administration: Serve as a fiduciary expert, managing complex trust and estate administration matters with a high degree of professionalism and accuracy.
• Client Relationship Management: Develop, maintain, and enhance relationships with high-net-worth individuals, families, and business owners to ensure client satisfaction and retention.
• Compliance & Risk Management: Ensure all trust accounts comply with applicable federal and state laws, regulations, and bank policies. Manage risk effectively while providing exceptional client service.
• Business Development & Sales: Identify and pursue new business opportunities by networking with estate planners, attorneys, CPAs, and other professionals. Develop and execute strategies to expand the bank’s trust services.
• Investment Oversight & Coordination: Collaborate with internal and external investment professionals to align investment strategies with clients’ estate and financial plans.
• Team Leadership & Mentorship: Support and mentor junior trust officers and staff, fostering a culture of collaboration, compliance, and excellence.

Education and Experience:

• Education: Bachelor’s degree in Finance, Accounting, Banking, Business, or a related field. A JD, CPA, or CTFA (Certified Trust and Fiduciary Advisor) designation is a plus.
• Experience: Minimum of 5+ years of experience in trust and estate administration, with a proven ability to manage complex trust structures and relationships.

Qualifications:

• Technical Expertise: Strong knowledge of trust law, probate law, estate planning strategies, fiduciary principles, and tax implications for trusts and estates.
• Sales & Business Development: Excellent ability to identify and cultivate new business opportunities while maintaining existing relationships.
• Communication & Leadership: Exceptional interpersonal skills, with the ability to clearly communicate complex financial and legal concepts to clients and colleagues.
• Technology Proficiency: Familiarity with trust accounting and wealth management software is preferred.