Easter Seals Jobs

Job Description

A client in the West Chester, OH area is seeking a Fiduciary Officer to join there team permanently. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian, or agent for Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. There will be both proactive and reactive work, and this individual will already have prior understanding of reading and interpreting trust documents, to be able to successfully provide for their clients.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

• 5 years' experience of relevant fiduciary, personal trust or trust administration

• maybe even a Paralegal that's done the estate planning

• Proficient experience reading trust documents and understanding them

• Great attention to detail and communication

• Bachelors - CTFA (has to be willing to get this while onsite through the bank. bank will pay for it) null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.