Trust Officer

WHY WORK WITH US

Idaho Trust Company, headquartered in beautiful Boise, Idaho, is listed as one of America's Best Business and Private Bank's while also being named one of the top 200 healthiest banks in America. We have a deep professional commitment to our clients and take pride in providing superior service to meet their unique financial needs. You will have the opportunity to work with incredible co-workers, along with continued learning and educational opportunities. Professionalism, mutual respect, and a sense of humor are traits we value and exhibit. If you are looking for a place to prove yourself in a rewarding work environment with a company that believes a great culture is the key to success, we just might be the place for you. Come grow with us! SUMMARY Idaho Trust Company is looking to hire a Trust and Investment Officer. This position provides a hybrid work schedule. The person will be a part of a team of professionals administering client accounts for Idaho's largest corporate fiduciary. The officer will report directly to the Chief of Trust and Investment Administration. In addition, the candidate is responsible for administering a portfolio of fiduciary relationships for the Bank. Responsible for maximizing client engagement by assessing, understanding, and identifying client's wealth management, banking, and lending needs and providing a wide array of wealth solutions including trust and estate services to clients. The position is responsible for assisting in attaining department and Bank goals by collaborating in sales efforts.

PRIMARY RESPONSIBILITIES

Provides superior customer service. Maintains a knowledge of fiduciary related laws and expertise in understanding trusts, wills and other legal documents. Administers a portfolio of fiduciary relationships Maximizes client engagement by assessing, understanding, and identifying client's wealth management, banking and lending needs and providing a wide array of wealth solutions including fiduciary services to include estates, personal trust, guardianships, corporate trusts, and any other appropriate fiduciary capacity. Participates in internal and external training programs to develop and maintain effective knowledge base. Acts as the main point of contact and provides comprehensive and knowledgeable advice as a trusted consultative advisor; places the client's best interest first; expands the client relationship through introductions with various banking areas and personnel. Confers with clients, heirs, attorneys, tax professionals, and other interested parties as necessary over the life of the account to explain the Bank's role; resolves issues or problems, establishes the needs and interests of each, and provides assistance. Assumes responsibility for the administration and discharge of the Bank's legal/fiduciary responsibility for all assigned estate and trust accounts. Performs a detailed analysis of unique needs and requirements of the assigned accounts; studies nominating instrument, determines cash requirements, and anticipates tax consequences. Conducts a review of wills and trust agreements to ensure accounts are properly structured to meet fiduciary responsibilities. Investigates and follows up on significant changes in status of existing clients; maintains an active awareness of changes in legal requirements which may affect trust and estate accounts; resolves any issues or problems as necessary. Provides superior client service and follow through when handling issues related to Bank clients and employees.

THE SKILLS WE ARE LOOKING FOR

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Bachelor's degree (BA) from a college or university, at least 3 years related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a background in trust and /or estate administration Excellent organizational and time management skills. Intermediate skills in computer terminal and personal computer operation; host computer system; word processing, spreadsheet and specialty software programs. Intermediate typing skills to meet production needs of the position. Intermediate math skills; ability to calculate proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Ability to work with minimal or no supervision while performing duties. Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

BENEFITS WE OFFER

Hybrid Work Schedule Paid Time Off (PTO) Paid Holidays (11 of them!) Medical, Dental, & Vision 401

K Life Insurance Transportation Stipend & Many More Job Type:

Full-time Application Question(s): What is your desired pay range?

Work Location:

In person