Job Description

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

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