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Trust Officer

Teton Trust Company
Jackson, WY Full Time
POSTED ON 2/4/2025 CLOSED ON 3/5/2025

What are the responsibilities and job description for the Trust Officer position at Teton Trust Company?

Teton Trust Company is a premier trust and fiduciary services provider based in Jackson Hole, Wyoming. We specialize in delivering customized trust administration, estate planning, and wealth management solutions to high-net-worth individuals and families worldwide. Our team is committed to providing exceptional service with integrity and professionalism.

Position Overview:

We are seeking a dedicated and detail-oriented Trust Officer to join our Jackson Hole office. The ideal candidate will be responsible for managing a portfolio of trust accounts, ensuring compliance with trust agreements and applicable regulations, and providing exceptional service to clients and beneficiaries. This role requires a strong understanding of trust administration, excellent communication skills, and the ability to build and maintain client relationships.

Key Responsibilities:

  • Administer a portfolio of trust accounts, ensuring adherence to trust agreements, legal requirements, and company policies
  • Serve as the primary point of contact for clients, beneficiaries, and advisors, providing timely and professional responses to inquiries
  • Conduct periodic trust reviews to ensure compliance and optimize trust performance
  • Oversee the distribution of trust assets in accordance with trust terms and applicable regulations
  • Collaborate with attorneys, accountants, and financial advisors to address client needs and resolve complex issues
  • Maintain accurate and detailed records of trust activities, correspondence, and financial transactions
  • Stay updated on changes in trust and estate laws, regulations, and industry best practices

Qualifications:

  • Bachelor’s degree in finance, accounting, law, or a related field (preferred)
  • 1-3 years of experience in trust administration or a related field (preferred)
  • Exceptional interpersonal and communication skills with the ability to build strong client relationships
  • Proven ability to manage multiple tasks and priorities in a fast-paced environment
  • High level of attention to detail and organizational skills
  • Proficiency in Microsoft Office Suite

How to Apply:

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and interest in the position. Applications will be reviewed on a rolling basis.

Teton Trust Company is an equal opportunity employer.

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