Job Description
Job Description
Trust Officer
Sussex County, NJ | Onsite | $78,000–$82,000
Confidential search conducted by Highland Consulting Group
Make an Impact in a Growing Trust Department
Work in a collaborative, growing trust department where your voice will be heard and your contributions make a real difference. While many banks are scaling back their trust services, this institution is doing the opposite—expanding. They’ve built a strong reputation for stability, integrity, and personal service, yet maintain an open-minded, forward-thinking culture. You’ll join a supportive team that values fresh ideas, practical innovation, and has a little fun along the way!
What‘s Expected of You
As a Trust Officer, you’ll manage the full lifecycle of trust administration, ensuring clients receive thoughtful, accurate, and timely service. You’ll serve as a key point of contact for grantors, beneficiaries, and professional partners, helping to carry out the intent of each trust while supporting the bank’s mission and reputation for excellence.
- Administer trust accounts from opening through termination, including communication with beneficiaries and professional partners.
- Evaluate trust requests and execute actions within the terms of governing documents.
- Prepare discretionary disbursement requests and materials for administrative review and approval.
- Facilitate payments, expenses, and distributions according to trust conditions.
- Prepare and deliver reports and financial accountings for grantors, beneficiaries, and/or courts.
- Oversee or coordinate preparation and payment of applicable state and federal trust taxes.
- Present new account acceptances and account closures to the Trust Committee in accordance with regulatory requirements.
- Participate in the Trust Management Team’s weekly meetings.
- Promote the bank’s trust services to clients, community members, and business associates.
- Partner with third-party investment and tax advisory services to ensure best-in-class client outcomes.
- Participate in community events to enhance the bank’s presence and image.
Qualifications
- Bachelor’s degree or equivalent business experience.
- Minimum 5 years of experience in a bank trust department or law firm specializing in Trust & Estate work.
- Excellent communication, organizational, and analytical skills.
- Strong proficiency in Microsoft Office and trust-related software.
- Proven ability to work with tact, diplomacy, and discretion in client-facing interactions.
- Commitment to providing exceptional client service, both internally and externally.
Compensation & Benefits
As required by local law, Highland Consulting Group believes $78,000–$82,000 to be a reasonable starting base compensation for this role, for individuals hired into positions in geographies that require salary range disclosure. This individual may also be eligible for a discretionary bonus.
In addition, this opportunity may be complemented by the following benefits:
- Medical, dental, and vision coverage
- Paid time off and sick leave
- Retirement savings plan with employer match
- Stock ownership program
Interested?
If you’d like to be considered for this opportunity, please apply using the “Apply” link, or reach out directly to:
Rob Titterington
Sr. Banking Recruiter
Highland Consulting Group
rtitterington@mri-hcg.com
724.837.6337
Confidentiality
We respect your privacy and will never submit your resume to a third party without your permission. You can be assured that the information you share will never be forwarded to any company without your specific, direct approval in advance.
Reference: bank1040