Pioneer Trust Bank is growing our trust department. If you have experience managing trusts and estates and are passionate about helping clients manage their financial legacies, we invite you to apply today!
Pioneer Trust Bank employees are known for exceptional customer service, servant leadership and commitment to our community. We are seeking a dedicated and detail-oriented Trust Officer to join our team in Salem. The Trust Officer is responsible for managing and administering trust accounts, ensuring that client assets are handled in accordance with legal and regulatory requirements, as well as the specific wishes and best interests of clients. This position requires a strong understanding of trust and estate administration, excellent communication skills, and a commitment to providing exceptional client service. This is a full-time, in-person position.
Type: Full-Time/Exempt ** Hours: Mon-Fri 8:00am – 5:00pm; Occasional after-hours
**What You'll Do**
- Manage and administer a diverse portfolio of trust accounts, ensuring compliance with applicable laws and regulations.
- Oversee the establishment and maintenance of trust agreements and documentation.
- Perform regular reviews of trust accounts to ensure compliance with fiduciary standards and client objectives.
- Communicate effectively with clients, beneficiaries, and advisors to ensure a thorough understanding of trust provisions and client needs.
- Review and approve disbursement requests, ensuring that all transactions are accurately documented and justified. - Collaborate with internal teams, including investment, tax, and legal professionals, to provide comprehensive service to clients.
- Regularly report on trust account performance and activities to clients and internal stakeholders.
- Maintain up-to-date knowledge of trust-related laws, regulations, and best practices, and represent the company at industry events as needed. - Assist in business development efforts by strengthening client relationships and identifying new opportunities for trust services.
**Why You'll Be Successful**
- Have experience in trust administration, estate planning, or a related field.
- Have strong knowledge of trust laws, regulations, and fiduciary best practices.
- Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues alike.
- Strong analytical skills and attention to detail, with the ability to manage multiple priorities and deadlines.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and trust management software.
- Hold a bachelor’s degree in finance, business, accounting, or a related field or a combination of education and experience.
**Why You’ll Love Pioneer Trust**
We believe in fostering a culture of integrity, collaboration, and professional development. We support work life balance and offer competitive compensation, a comprehensive benefits package, and opportunities for growth within a supportive team environment.
Pioneer Trust Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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