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Trust Officer

Company: Lewis James Professional
Location: Anchorage
Posted on: January 16, 2020

Job Description:

Trust OfficerLewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Trust Officer for a direct-hire opportunity with a financial services client.Responsibilities:Manages complex trust and other fiduciary accounts and ensures compliance with Trust Department policies, procedures, and all applicable regulations, statutes, and legal precedents.Acquires, expands and retains customer relationships by identifying banking opportunities, strategizing proactive business development activities, cultivating referral networks, and focusing on viable target markets.Review investment opportunities, calculates cash flow projections with regard to investment earnings, and formulates recommendations to rebalance investments based on criteria established for the account by the client and Trust Committee; manages account investments and their appropriateness in conjunction with Investment Officer by looking at composition and performance.Effects requests for distribution to beneficiaries as directed by the enabling document or Trust Committee.Regularly executes all the activities set forth in the bank's Business Development Program, including scheduling proactive meetings with customers, prospective customers and Centers of Influence (COIs), tracking and reporting calls and pipeline details, participating in bank-sponsored events designed to strengthen customer relationships and networks, and engaging in relevant community organizations and events.Represents the Trust Department in the community and maintains business relationships with customers, attorneys, and beneficiaries relating to the management of trust account. Prepares investment and business development presentations, and writes technical proposals for presentation to bank customers, potential clients, or governmental entities. Manages challenging customers and works to build ongoing relationships.Analyzes the needs of existing and potential customers considering account profitability and other related factors to market the appropriate trust products/services; recommends to the Trust Committee approval/declination of trust relationships.Assist in training Trust Support Staff and provides guidance as needed.Keeps informed about the Trust industry, state statute changes, standards, best practices, trends and regulatory changes to ensure compliance with all applicable trust laws, rules, regulations, and practicesMay perform the function of Portfolio Manager with the assistance of the Investment Officer, calculating the maturity, duration, and performance of portfolios, comparing to established benchmarks, and presenting reports of portfolio performance upon request.Performs other work-related duties as assigned by supervisor.Qualifications:?Bachelor's degree in business, economics, accounting, finance or related field plus two years trust, financial industry or related professional experience; or equivalent combination of education/training and experience.Preferred: Bachelor's degree in business, economics, accounting, finance or related field plus four years progressively responsible trust, finance, or investment experience; or equivalent combination of education/training and experience.Lead experience and experience managing involved processes; client relationship management experience.Familiarity with legal terminology and working knowledge of sound fiduciary principles required; word processing and spreadsheet software experience required. Presentation software skills preferred.Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or governmental regulations.Ability to write reports, business correspondence and procedure manuals.Ability to effectively present information and respond to questions from groups, management, clients, attorneys, and accountants.Ability to work with mathematical principles such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.For immediate consideration, please click "Apply" and use Job Code BHJOB11837_2149. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_2149. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V

Keywords: Lewis James Professional, Anchorage , Trust Officer, Accounting, Auditing , Anchorage, Alaska

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