The Trust Officer administers an assigned portfolio of trust accounts for Cetera
Trust Company and provides responsive, personalized service to clients,
beneficiaries, financial advisors, and other interested parties. This role
partners with trust administration, operations, compliance, tax, new business,
attorneys, investment advisors, and other service providers to ensure accounts
are administered in accordance with governing documents, company policies,
fiduciary standards, and applicable laws and regulations. The Trust Officer also
develops strong working relationships with financial professionals who partner
with Cetera Trust Company to serve mutual clients. Success is measured by
accurate and efficient trust administration, exceptional client service, strong
advisor relationships, and the ability to help clients understand the value of
the trust relationship and Cetera Trust Company's services.
Key Duties & Responsibilities
Develop and maintain professional relationships with clients, beneficiaries,
and financial advisors to support a responsive, personalized service
experience.
Administer assigned trust accounts in accordance with governing documents,
fiduciary principles, company policies, and applicable state and federal
laws.
Process and review trust distributions, account activity, annual reviews, and
other trust administration matters for accuracy and timely completion.
Support the onboarding of new trust accounts by gathering documentation,
conducting account reviews, and coordinating account setup.
Assist with new business opportunities by reviewing account information and
participating in prospective client and financial advisor meetings as needed.
Partner with trust administration, operations, compliance, tax, and new
business teams to provide a seamless client experience.
Monitor account activity to identify potential issues, determine when
additional review is needed, and escalate concerns appropriately.
Coordinate with tax professionals, investment advisors, attorneys, and other
service providers involved in trust administration.
Maintain complete and accurate account records and documentation in
accordance with company policies and regulatory requirements.
Experience & Qualifications
Required Education: Bachelor’s degree
Required Experience:
3-6 years of relevant experience in trust administration, estate
administration, wealth management, private banking, or a related fiduciary
role
Demonstrated understanding of fiduciary account administration and applicable
trust operations.
Ability to independently administer routine trust relationships while seeking
guidance on more complex matters.
Preferred Experience:
Certified Trust and Fiduciary Advisor (CTFA) designation
OR equivalent combination of experience and education in lieu of above.
Working knowledge of trust administration principles, fiduciary
responsibilities, trust structures, common fiduciary administration issues, and
applicable laws and regulations; demonstrated understanding of fiduciary account
administration and trust operations; ability to independently administer routine
trust relationships and seek guidance on complex matters; strong organization,
attention to detail, analytical judgment, problem solving, and client service;
ability to identify and escalate risk; proficiency with Microsoft Excel, Word,
Outlook, and SharePoint; and familiarity with trust accounting and reporting
systems such as SEI SWP, SAP Business Objects, or similar platforms.
Other Requirements
This role is eligible for 100% remote work; proximity to an office is
preferred.
Travel: Up to 5%.
Compensation:
The base salary range for this role in New Hampshire is $110,000- $145,000, plus
a competitive performance-based bonus. Base salary depends on a wide array of
factors, including but not limited to skill set, years and depth of experience,
certifications, and location. Salary range may also differ significantly due to
geography and cost of labor considerations.
About Us
What we give you in return:
Not many teams can say that they support people’s dreams coming to life. We
happen to do that every day. And as important as we know your career is, we
recognize that there’s a whole lot more to life. To ensure that our employees
can make the most of their time outside of working hours, we offer a competitive
salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision, and life insurance plans built to support
diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their
families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to
give our employees the time they need to stay close with their loved ones,
recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and
access to a financial professional to offer our employees the opportunity to
plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and
fostering.
Health Savings and Flexible Spending Account options to help you save money
on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or
recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity
theft protection (LifeLock), pet insurance, and other voluntary benefits to
provide extra peace of mind
About Cetera
Cetera Financial Group [https://cetera.com/]® (Cetera) is a leading network of
independent retail broker-dealers and registered investment advisers empowering
the delivery of objective financial advice to individuals, families, and company
retirement plans across the country through trusted financial advisors and
financial institutions. Cetera is one of the largest independent financial
advisor networks in the nation and a leading provider of retail services to the
investment programs of banks and credit unions.
Advisor support resources offered through Cetera include award-winning wealth
management and advisory platforms, comprehensive broker-dealer and registered
investment adviser services, practice management support, and innovative
technology.
Cetera Financial Group (Cetera) is a network of independent retail firms,
including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera
Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera
Investment Services LLC (marketed as Cetera Financial Institutions or Cetera
Investors); and Cetera Financial Specialists LLC. Entities registered as
investment advisers with the Securities and Exchange Commission include Cetera
Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal
office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax
Planning Partners, Inc. is an SEC registered investment adviser within the
Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the
referenced entities are under common ownership.
Cetera Financial Group is committed to providing an equal employment opportunity
for all applicants and employees. For us, this is the only acceptable way to do
business. Accordingly, all employment decisions at Cetera Financial Group,
including those relating to hiring, promotion, transfers, benefits,
compensation, and placement, will be made without regard to race, color,
ancestry, national origin, citizenship, age, physical and/or mental disability,
medical condition, pregnancy, genetic characteristics, religion, religious dress
and/or grooming, gender, gender identity, gender expression, sexual orientation,
marital status, U.S. military status, political affiliation, or any other class
protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by
Cetera’s Talent Acquisition team. We will reach out to our preferred agency
partners in the rare instance we require additional talent options. Your respect
for this process is appreciated.
Please review our Workforce Privacy Policy
[https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further
details on what information we collect and the purposes for collection.