Trust Officer

The Trust Officer administers an assigned portfolio of trust accounts for Cetera Trust Company and provides responsive, personalized service to clients, beneficiaries, financial advisors, and other interested parties. This role partners with trust administration, operations, compliance, tax, new business, attorneys, investment advisors, and other service providers to ensure accounts are administered in accordance with governing documents, company policies, fiduciary standards, and applicable laws and regulations. The Trust Officer also develops strong working relationships with financial professionals who partner with Cetera Trust Company to serve mutual clients. Success is measured by accurate and efficient trust administration, exceptional client service, strong advisor relationships, and the ability to help clients understand the value of the trust relationship and Cetera Trust Company's services.