Job Details

ID #53883871
Estado Missouri
Ciudad Clayton
Tipo de trabajo Full-time
Salario USD TBD TBD
Fuente Moneta
Showed 2025-05-09
Fecha 2025-05-09
Fecha tope 2025-07-08
Categoría Etcétera
Crear un currículum vítae
Aplica ya

Vice President and Trust Officer

Missouri, Clayton 00000 Clayton USA
Aplica ya

Moneta is seeking an accomplished and highly motivated Vice President & Trust Officer to join our Trust and Estate Administration team. This individual will play a pivotal role in overseeing complex, high-net-worth client relationships, ensuring strict adherence to fiduciary and trust law, and advancing the firm’s strategic growth objectives. The ideal candidate will demonstrate a deep and nuanced understanding of fiduciary services, possess exceptional judgment, and bring a strong record of success in managing and expanding trust portfolios.Essential ResponsibilitiesTrust & Estate Administration: Serve as a fiduciary expert, managing complex trust and estate administration matters with a high degree of professionalism and accuracy.Client Relationship Management: Develop, maintain, and enhance relationships with high-net-worth individuals, families, and business owners to ensure client satisfaction and retention.Compliance & Risk Management: Ensure all trust accounts comply with applicable federal and state laws, regulations, and bank policies. Manage risk effectively while providing exceptional client service.Business Development & Sales: Identify and pursue new business opportunities by networking with estate planners, attorneys, CPAs, and other professionals. Develop and execute strategies to expand the bank’s trust services.Investment Oversight & Coordination: Collaborate with internal and external investment professionals to align investment strategies with clients’ estate and financial plans.Team Leadership & Mentorship: Support and mentor junior trust officers and staff, fostering a culture of collaboration, compliance, and excellence. 

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