Trust Officer

Los Altos, CA


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Type: Permanent

Experience: Experienced Professional (Non-Manager)

Category: Banking

Industry: Financial / Banking

Company: Sales Consultants of Sacramento

Reference ID: 5WAX2F

Date Posted: 11/27/2025

Shortcut: http://jobs.mrinetwork.com/OXxgEb


Excellent opportunity for a Trust Officer in the Peninsula with a very successful regional financial institution.

 

RESPONSIBILITIES:

  • Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy.
  • Perform annual oversight of trust tax reporting.
  • Assist with the development of business in the market you serve.
  • Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources.
  • Manage estate settlements including direct contact with beneficiaries; collection and inventory of assets and personal belongings; arrangement of tax, legal and other professional services.

REQUIREMENTS:

  • Minimum of 5 years related experience in trust administration, estate planning and/or finance. 
  • Bachelors Degree and Certified Trust and Financial Advisor (CTFA) designation preferred
  • Trust, legal or accounting experience (corporate trustee preferred)
  • Knowledge of estate planning concepts
  • The ability to network and have a strong connection to the community you serve
  • Strong relationship building/networking skills that gains trust and confidence
  • Solid problem solving abilities
  • Outstanding verbal and written communication skills
  • Flexibility & ability to work in an environment that is continually evolving
  • Knowledge of investments/tax/real estate  

For further consideration regarding this and/or other opportunities please inquire confidentially to mike@scsacramento.com or call 916-850-2437.  All inquiries held in strict confidence.  Thank you for your interest. 

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