One of Maryland s preeminent financial institutions is seeking a Sr. Trust Officer to join their growing Private Client Group. You will have the opportunity to engage with HNW and UHNW clients, helping them achieve their trust and estate planning objectives. Your responsibilities will include administering trust and fiduciary accounts, maintaining substantive client relationships, and ensuring compliance with legal and tax requirements as needed.
Ideally, this individual has direct experience in client-facing fiduciary roles, a deep understanding of legal, investment, and tax issues in trust administration, and a proven track record working with high-net-worth clients.
Qualifications of the Sr. Trust Officer:
Responsibilities of the Sr. Trust Officer:
Bonus Points if:
Please don t hesitate to apply at the link below.
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