Description
The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and beneficiaries to CCPW's comprehensive suite of investment, financial planning, insurance, and tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and retain new clients. They will perform these duties with high proficiency and integrity acting in accordance with the Bank's fiduciary responsibilities and best fiduciary and risk management practices, as trustee and/or executor.
Qualifications
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Monday - Friday 8:00 AM - 5:00 PM
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth...ciko pracujcych zespow pomogy nam sta si globaln firm, ktra dziaa odpowiedzialnie i etycznie, jest otwarta na wiat i wspiera dobre inicjatywy oraz chroni rodowisko.Job SchedulePart timeJob NumberR000130941Job SegmentationInternships (Job Segmentation)
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