Associate Trust Officer

Associate Trust Officer

Role Overview

Working within the Trust Services Team, the Associate Trust Officer will report to the Associate Vice‑President, Trust Services. You are a goal‑oriented team player capable of managing a book of estate and trust accounts, while serving as a role model to the Trust Administrators on the team. You will ensure the ongoing delivery of premium service to our partners and their clients while simultaneously building and maintaining strong relationships with your internal RJL and external COI partners.

Responsibilities

• Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency).
• Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns.
• Exercise discretion afforded in the will, trust agreement, or power of attorney docu...