Trust Officer — Trust and Estate Administration

Job overview

The Trust Officer role is an onsite position based in one of the listed North Carolina offices: Greensboro, Mooresville, Lexington, Wilmington, or Greenville. Compensation is not specified. Old North State Trust provides investment management, trust administration, and estate services. The Trust Officer administers fiduciary and investment management accounts, supports clients and advisors on trust and estate matters, and helps ensure account and estate processes follow governing documents and client needs. The role also contributes to client relationships and business development for the firm’s trust services.

What you'll do

• Administer and service assigned fiduciary and investment management accounts, including personal trusts and guardianships
• partner with external advisors on tax, legal, and fiduciary matters
• consult attorneys on trust documents, wills, and other legal materials
• promote trust services and maintain and develop client relationships
• oversee estate settlement processes and work with Operations on tax returns and accountings
• provide financial and wealth management consultation.

What we're looking for

Skills & competencies

trust officer

trust administration

estate services

fiduciary accounts

investment management

greensboro nc

mooresville nc

lexington nc

wilmington nc

greenville nc

old north state trust

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting describes outstanding benefits, employee learning and development, employee recognition programs, and community service activities
• specific benefit details are not listed.

Why this role

The posting lists five possible North Carolina work locations. A bachelor’s degree is required, preferably in finance or business administration; an MBA in Trust and Wealth Management and CTFA designation are preferred.

About the employer

Old North State Trust is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.