• Sr Trust Officer

    Job Locations
    Wealth Management
  • Overview

    The Senior Trust Officer has primary responsibility to ensure that the accounts assigned to that individual are properly administered, and to act as a resource for other members of the team. The officer will travel to and participate in "road shows" designed to educate internal and external partners on First Republic's Delaware trust offering and identifyingt Delaware opportunities. The officer also will also represent FRTC in the community through membership in professional associations and play a significant role in the development of trust business retention and development.


    Additional information-

    First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business


    • Carry out all account administrative duties either directly if appropriate or supervise activities conducted by others affecting the account. Manage fiduciary risk while maintaining administrative and compliance excellence.
    • Provide on-going training and guidance to administrative staff and delegate responsibilities as appropriate.
    • Maintain knowledge of SunGard operating system.
    • Identify any issues or problems and promptly bring to management's attention.
    • Serve as mentor for more junior trust officers.
    • Participate in business development and marketing activities, including meetings with internal partners, COI's and clients. Deliver financial and estate planning during client meetings.
    • Obtain committee approval for all new accounts in a timely manner and conduct initial reviews.
    • Prepare timely annual reviews for all accounts.
    • Communicate with account principals, beneficiaries, accountants and other third parties as required. Keep FRTC members informed about account administration or operational issues.
    • Participate and contribute to departmental activities designed to streamline and improve the fiduciary account management process
    • Enhance knowledge of trust, tax and related areas by participating in ongoing educational functions, including those offered by FRTC and those available from third parties.
    • Interact with other First Republic Bank members to expand their knowledge about FRTC. Participate in training sessions to educate FRB colleagues regarding Delaware trusts.
    • Perform duties & responsibilities specific to department functions & activities.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 


    Skills, Knowledge and Abilities:

    • Excellent communication skills, including new business presentation experience
    • Undergraduate degree required, Law degree preferred
    • Ten plus years of hands on trust and estate experience
    • Strong technical skills in fiduciary administration and good working knowledge of estate, gift, GST and fiduciary income tax
    • Ability to handle multiple responsibilities without oversight, while maintaining attention to detail
    • Maintain positive and effective relationships with internal and external partners

    Physical Requirements:

    • Must be able to travel in a moderate capacity.


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