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Trust Officer
R.M. Davis
Portland, Maine
R.M. Davis is seeking an experienced Trust Officer to be responsible for the effective oversight of accounts where members of the company serve as Trustee in accordance with legal and regulatory requirements and internal policies and procedures.
Requirements:
- CTFA certification and 5+ years of relevant work experience in trust and estate administration, with direct client-facing responsibilities. An advanced degree in law, tax, or a related field is preferred, but not required.
- Experience in wealth management firm, trust company, law firm, or the trust department of a bank.
- Prior trust and estate administration experience, including working closely with securities custodians, outside attorneys, accountants, auditors, regulators, and beneficiaries with regards to trust activities and transactions, trustee decision-making, andmanagement of the entire estate distribution process.
- Experience in reviewing and analyzing estate planning documents, fiduciary tax returns and other related legal/tax documents is preferred.
- Excellent interpersonal, written and oral communications skills and ability to communicate complex legal and financial concepts clearly to various audiences.
- Professional, mature, and collaborative demeanor, with a solution-oriented mindset.
Benefits:
- Competitive salary based on experience, with bonus opportunities available.
- Health and Dental insurance options.
- 401(k) plan withprofit sharing.
- Medical FSA plans.
- 30PTO days and paid holidays.
- Work flexibility with the option to work remotely one day per week.
- Opportunities for professional development and education expense reimbursement.
- Paid, covered parking in Portland.
Responsibilities:
- Provide comprehensive counsel on a variety of trust, estate, and tax matters.
- Review, counsel and approval of all trust and trustee activities and transactions.
- Work in close conjunction with internal departments relating to all functions and transactions that involve trusts in which R.M. Davis and/or its officers serve as Trustee.
- Serve as liaison among various external parties to facilitate transactions.
- Oversight of third-party services provided to trusts, beneficiaries, and client families to ensure alignment with fiduciary standards and client objectives.
- Oversight and coordination of all tax work for trusts administered by R.M. Davis.
- Participation on the Trust Oversight Committee and oversight of the discretionary distribution process.
- Represent the firm in client and beneficiary meetings, demonstrating a high level of confidence and subject-matter expertise in the facilitation of all trust and trustee services.
- Responsible for reviewing wills, trust agreements, and beneficiary designations of deceased clients to determine estate structure and asset distribution, including processing required paperwork.
- Engage with beneficiaries, attorneys, accountants, custodians, and internal departments to ensure a seamless and compliant estate settlement process.
R.M. Davis has grown to be one of the largest independent financial advisory firms in northern New England because of our commitment to serve each client’s need with integrity and professionalism. We continuously strive to improve in everything we do, while keeping in mind these five core values: Excellence, Integrity, Respect, Collaboration and Innovation.
KMA Human Resources Consulting has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
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