Trust Officer

Vintti specializes in providing US companies with a financial edge through smart staffing solutions. We bridge the gap between American businesses and Latin American talent, offering access to a vast pool of skilled professionals at competitive rates. This approach enables our clients to scale their operations more efficiently, reduce hiring costs, and invest in growth opportunities without compromising on quality.

A Trust Officer is a financial professional responsible for managing and administering trust accounts and estates on behalf of clients. They ensure that the terms of the trust are executed as specified in the trust documents, and they work closely with beneficiaries, legal advisors, and other stakeholders. Trust Officers oversee the investment and distribution of trust assets, ensure compliance with relevant laws and regulations, and provide guidance to clients on estate planning and wealth management. Their role is vital in preserving and growing assets, providing financial security, and ensuring fiduciary duties are upheld with the highest level of integrity and professionalism.

- Bachelor's degree in Finance, Accounting, Business Administration, or related field
- Professional certification such as Certified Trust and Financial Advisor (CTFA) or similar credential preferred
- Minimum of 5 years of experience in trust administration, estate planning, or related financial services
- Strong knowledge of trust and estate laws, regulations, and best practices
- Proficiency in trust accounting and financial reporting
- Excellent communication and interpersonal skills
- Ability to handle confidential information with discretion
- Strong analytical and problem-solving skills
- Proven ability to manage multiple tasks and meet deadlines
- High level of attention to detail and accuracy
- Experience working with legal, tax, and investment professionals
- Proficiency with trust management software and financial tools
- Ability to interpret and apply complex trust documents and legal terms
- Strong organizational and time management skills
- Effective conflict resolution and negotiation skills
- Ability to build and maintain strong relationships with beneficiaries and fiduciaries
- Commitment to ethical standards and fiduciary responsibilities
- Willingness to stay current with changes in relevant laws and industry practices
- Ability to advise and educate beneficiaries on trust terms and financial matters
- Experience in administering special needs trusts and other specialized arrangements
- Flexibility to attend meetings and events outside of regular business hours when necessary

- Review and manage trust accounts
- Ensure compliance with relevant laws and regulations
- Maintain accurate records of trust activities and transactions
- Communicate with beneficiaries regarding inquiries and updates
- Collaborate with legal, tax, and investment professionals
- Monitor and evaluate investment performance
- Recommend adjustments to investments as needed
- Prepare and review periodic trust account statements
- Prepare and review financial reports
- Facilitate income and principal distributions to beneficiaries
- Resolve trust-related issues or disputes
- Conduct regular trust account reviews and audits
- Stay informed about changes in trust and estate laws
- Coordinate updates and amendments with estate planning attorneys
- Manage relationships with trustees, co-trustees, and fiduciaries
- Oversee filing and payment of trust-related taxes
- Evaluate new trust account opportunities
- Provide education and guidance to beneficiaries
- Implement trust administration policies and procedures
- Attend meetings with beneficiaries, trustees, and stakeholders
- Ensure accurate and secure maintenance of trust documentation
- Support onboarding for new trust clients
- Administer special needs trusts and specialized arrangements

The ideal candidate for the Trust Officer position is a meticulously detail-oriented and highly ethical professional with a robust academic background, holding a bachelor's degree in Finance, Accounting, Business Administration, or a related field, and ideally a professional certification such as Certified Trust and Financial Advisor (CTFA). With over five years of hands-on experience in trust administration, estate planning, or related financial services, they possess advanced knowledge of trust and estate laws, regulations, and best practices, complemented by proficiency in trust accounting and financial reporting. Their strong analytical and problem-solving skills are matched by their exceptional ability to interpret and apply complex trust documents and legal terms. An excellent communicator, both verbally and in writing, they build and sustain strong relationships with beneficiaries, trustees, and fiduciaries, navigating sensitive situations with discretion and integrity. Their proactive and self-motivated nature ensures they manage multiple priorities and meet deadlines efficiently, while their adaptability and collaborative team spirit enable seamless coordination with legal, tax, and investment professionals. Committed to continuous learning, they stay well-informed of industry trends and regulatory changes, ensuring informed advice and education to beneficiaries on trust terms and financial matters. Their polished, professional demeanor and customer-focused attitude exemplify their dedication to providing high-quality service and support, making them an invaluable asset to any trust administration team.

- Review and manage trust accounts to ensure compliance with relevant laws and regulations
- Maintain accurate records of trust activities and transactions
- Communicate with beneficiaries to address inquiries and provide updates on trust administration
- Collaborate with legal, tax, and investment professionals to ensure proper management of trust assets
- Monitor and evaluate investment performance and make recommendations for adjustments as needed
- Prepare and review periodic trust account statements and financial reports
- Facilitate the distribution of income and principal to beneficiaries according to the terms of the trust document
- Address and resolve any trust-related issues or disputes that arise
- Conduct regular trust account reviews and audits to ensure fiduciary responsibilities are met
- Stay informed about changes in trust and estate laws and industry best practices
- Coordinate with estate planning attorneys to update and amend trust documents as required
- Manage relationships with trustees, co-trustees, and other fiduciaries associated with the trust
- Oversee the filing of necessary tax returns and payment of trust-related taxes
- Evaluate new trust account opportunities and provide recommendations for acceptance
- Provide education and guidance to beneficiaries regarding the terms and management of their trusts
- Implement trust administration policies and procedures to ensure consistency and efficiency
- Attend and participate in meetings with beneficiaries, trustees, and other stakeholders
- Ensure the trust documentation is up-to-date and securely maintained
- Support the onboarding process for new trust clients, including documentation and account setup
- Handle the administration of special needs trusts and other specialized trust arrangements.

- Highly detail-oriented and accurate
- Strong ethical standards and integrity
- Excellent communication skills, both verbal and written
- Proactive and self-motivated
- Strong analytical and critical thinking abilities
- Ability to manage multiple priorities and deadlines
- Exceptional problem-solving skills
- Effective interpersonal and relationship-building skills
- Discreet and able to handle confidential information
- Strong organizational and time management skills
- Collaborative team player
- Adaptable and flexible
- Ability to handle and resolve conflicts
- Customer-focused attitude
- Eagerness to stay informed and updated on industry trends and regulations
- Ability to effectively educate and advise beneficiaries
- Competent in using trust management software and financial tools
- Professional and polished demeanor
- Commitment to providing high-quality service and support

- Competitive salary range of $80,000 - $120,000 per year, based on experience
- Comprehensive health, dental, and vision insurance plans
- Retirement savings plan with company matching contributions
- Paid time off, including vacation days, sick leave, and holidays
- Flexible work schedule options, including remote work opportunities
- Professional development and continuing education support
- Reimbursement for relevant professional certifications and memberships
- Life insurance and disability coverage
- Employee assistance program (EAP) for personal and professional support
- Robust wellness programs, including gym membership discounts
- On-site or virtual training and development workshops and seminars
- Opportunities for career advancement within the organization
- Employee recognition and rewards programs
- Access to financial planning and retirement planning services
- Mentorship and coaching programs for career growth
- Tuition reimbursement for approved courses and programs
- Supportive and collaborative work environment
- Opportunities to attend industry conferences and networking events
- Company-sponsored volunteer and community engagement initiatives