Seeking an experienced Senior Trust Officer to manage and grow fiduciary relationships for a full-service bank. This role is responsible for the independent administration of trust and investment management accounts, maintaining strong relationships with clients and beneficiaries, and generating new business through professional and community partnerships.

Responsibilities
• Administer trust and agency accounts, including account opening, ongoing management, and closings
• Interpret and execute trust documents in compliance with applicable laws and regulations
• Prepare distribution plans and evaluate discretionary requests
• Build and maintain relationships with clients, beneficiaries, and centers of influence (attorneys, CPAs, advisors)
• Lead new business development efforts and achieve assigned growth goals
• Complete regulatory and administrative reviews, including Reg 9
• Support risk identification and mitigation within the trust department
• Provide mentorship and guidance to trust staff as needed

Qualifications
• Bachelor’s degree required; JD, CTFA, AEP, or similar designation preferred
• 7–10 years of experience in trust administration
• Strong knowledge of trust, probate, fiduciary accounting, and tax principles
• Proficiency in asset allocation, investment vehicles, and modern portfolio theory
• Experience with trust accounting systems and strong Microsoft Word and Excel skills
• Excellent communication, organizational, and client relationship skills


Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.