Relationship Manager

Trust Officer Overview

Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. You can benefit and grow your business by utilizing the vast resources and platform available to our advisors. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.

Job Summary

We are seeking a fiduciary professional who enjoys client service and participates in a team atmosphere. As a Trust Officer, you will act as the fiduciary officer for assigned trust relationships, interpreting governing documents and administering trusts accordingly. To be successful in this role, you will need to be an active listener, effective communicator, people-focused, team-oriented, self-starter, and detail oriented.

Daily duties include exercising discretionary authority within policy, advising beneficiaries, and partnering with Wealth Advisors and Investment Officers on the client team. The ability to organize, prioritize, and manage multiple tasks, often under strict deadlines, frequent interruptions, and changing priorities.

Job Duties 

• Act as fiduciary officer for assigned trust relationships
• Interpret governing documents and administer trusts accordingly
• Exercise discretionary authority within established policy
• Advise beneficiaries and partner with Wealth Advisors and Investment Officers
• Interactive use of the AddVantage trust accounting system and Fidelity custodial system
• Direct the work of Trust Associates in support of client relationships
• Other duties as assigned

Qualifications 

• CTFA or Juris Doctor (JD) required
• Excellent communication, customer service and organizational skills
• Professional office appearance and demeanor. Confidentiality a must
• Attention to detail, aptitude with numbers and proficient organizational skills critical
• Ability to read and interpret governing documents, operating instructions and policy and procedure manuals
• Ability to speak effectively with clients and employees
• Capable of drafting grammatically correct correspondence
• Working knowledge of Microsoft Office, specifically Word and Excel
• Ability to use initiative, work independently, perform multiple tasks and meet deadlines simultaneously