Trust Officer

Jacksonville, FL, USA

Full-TimeDepends on ExperienceSenior LevelMasters

Job Description

Are you an organized, highly motivated individual who has a passion for trust officer work? First Horizon is seeking a Trust Officer who is capable of providing trust and estate administration services to our diverse client base. The ideal candidate should possess a strong attention to detail, an understanding of trust and estate laws, and excellent client service skills. This is a great opportunity to join a leading financial services provider and contribute to our mission of helping our clients achieve financial well-being.To be successful in this role, you should have a bachelor's degree in law, finance, accounting, or a related field, and at least three years of experience in the trust and estate industry. You should also have a strong understanding of trust and estate law and the ability to interpret and apply related documents. Additionally, you should possess excellent verbal and written communication skills, outstanding customer service skills, and the ability to work independently. If you meet these qualifications and are ready to join our team, we would love to hear from you.

Responsibilities:

Provide trust and estate administration services to clients.
Ensure compliance with trust and estate laws.
Interpret and apply trust and estate documents.
Develop and maintain professional relationships with clients.
Monitor trust and estate accounts.
Prepare trust and estate reports.
Develop trust and estate plans for clients.
Provide excellent customer service.
Handle client inquiries in a professional and timely manner.
Maintain accurate and up-to-date records.

Where is this job?

This job is located at Jacksonville, FL, USA

Job Qualifications

Strong Communication And Interpersonal Skills
Ability To Work Independently And As Part Of A Team
Excellent Customer Service Skills
Knowledge Of Banking And Trust Regulations
Effective Problem Solving And Decision-Making Skills
Familiarity With Trust Services And Investments
Ability To Prioritize Tasks And Manage Multiple Assignments Simultaneously
Proficiency With Computers And Software Applications

Required Skills

Risk Management
Financial Analysis
Fundraising
Investment Management
Record keeping
Regulatory compliance
Client Relations
Portfolio analysis
Asset allocation
Estate Planning
Trust Administration
Tax Planning
Investment Research
Documentation Preparation
Trust Accounting

Soft Skills

Communication
Conflict Resolution
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
collaboration
Adaptability

Compensation

According to JobzMall, the average salary range for a Trust Officer in Jacksonville, FL, USA is $51,000 to $112,000 a year. The salary range depends on the employer, the experience and qualifications of the employee, and the type of job duties and responsibilities performed.

Additional Information

First Horizon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedJune 27th, 2023

Apply BeforeApril 11th, 2026

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