| Trust Officer II Job Description |
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| The following is a full job description for Trust Officer II. Here are the requirements and responsibilities for Trust Officer II along with statistics. If after reading this page you determine that Trust Officer II is not the position you are looking for, you may want to try one of these similar titles: Trust Compliance Officer, Trust Officer III, Trust Officer I, Trust Administrator II, Trust Administration Manager, Trust Administrator I, Trust Administrator III, Trust Operations Manager, Trust Operations Clerk |
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| Requirements and Responsibilities For Trust Officer II |
| Responsible for the administration and management of trust accounts in accordance with specified terms and applicable regulations. Acts as the personal agent of an estate or trust, upholding fiduciary responsibilities to act in the best interest of the trust. Administers daily trust operations, including asset management, investment oversight, and the coordination of distributions. Maintains relations and communication with beneficiaries to advise clients and communicate changes. Requires a bachelor's degree. Typically reports to a manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2-4 years of related experience. |
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| Also referred to as: Personal Trust Officer II, Trust Portfolio Administration Officer II |
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| Similar Jobs: Trust Compliance Officer, Trust Officer III, Trust Officer I, Trust Administrator II, Trust Administration Manager, Trust Administrator I, Trust Administrator III, Trust Operations Manager, Trust Operations Clerk |
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| Level of Education: Trust Officer II Salaries with a Bachelor's Degree, Trust Officer II Salaries with a Master's Degree or MBA, Trust Officer II Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Financial Services, Insurance | |
