Trust Officer — Personal Trust

Job overview

The Trust Officer — Personal Trust role is onsite in Colorado Springs, CO, with an annual salary of $75,000–$90,000. The position supports Herring Bank’s Wealth Management — Personal Trust department. The officer administers or assists with a portfolio of fiduciary accounts, ensuring accurate administration under governing documents, regulations, and bank policies. The role also supports client relationships, account reviews, and business development.

What you'll do

• Administer or assist with personal trust and fiduciary accounts
• serve as a contact for clients and professional partners
• prepare and review account documents
• process transactions and monitor liquidity
• track account dates and tax deadlines
• complete periodic reviews
• coordinate tax-return information
• support administration and valuation of unique assets
• collaborate on investment suitability and client service
• assist with audits and regulatory examinations
• participate in relationship-building and business development.

What we're looking for

Skills & competencies

trust officer

personal trust

colorado springs co

herring bank

$75k–$90k

wealth management

fiduciary accounts

client service

trust administration

monday–friday

8 am–5 pm

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• paid time off
• 401(k) and 401(k) matching.

Why this role

Final level, Trust Officer I or II, depends on the selected candidate’s experience, qualifications, and trust-administration expertise.

About the employer

Herring Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.