Job Description

Cetera Trust Company (CTC) is an affiliate of Cetera Financial Group, a premier wealth advisory organization specializing in providing financial services. A key component of this role is developing strong working relationships with the financial professionals who partner with Cetera Trust to service their mutual clients and stakeholders.

The Senior Trust Officer (STO) fulfills the administrative duties and responsibilities for assigned accounts while delivering professional, personalized service. Additionally, the Senior Trust Officer is responsible for managing relationships with clients, beneficiaries, financial advisors, centers of influence, and other Cetera associates.

Success is defined primarily through maintaining the highest levels of client service and competent trust administration according to the trust documents, best practices, and applicable laws and regulations. There is also a principal focus on client acquisition, retention, and growing the overall business, where the Senior Trust Officer will spend a portion of their time educating and training Cetera advisors on the advantages of working with Cetera Trust, using a directed trust model.

This is a Remote position, however, candidates must be located near the office of North Hampton, New Hampshire to come into the office from time to time.

Core Responsibilities:

• Develop and strengthen personalized, professional relationships with CTC clients and financial advisors.
• Administer trust accounts according to trust documents and relevant state and federal law, including the management of distributions, annual reviews and general oversight of the trust broadly.
• Review and facilitate new business development. Obtain information necessary to analyze factors to establish accounts, request due diligence of assets, and be familiar with the authorized parties to make a recommendation for account acceptance.
• Participate in new client or financial advisor meetings during the new business process.
• Onboard new accounts by establishing personal relationships, performing initial account reviews, and proposals.
• Work closely with the CTC new business development team on individual cases and broader product strategies.
• Deliver excellent client experiences in partnership with the client advisor, trust administration, new business, operations, and compliance teams.
• Oversee activities of tax accounting regarding individual and fiduciary tax planning and tax return preparation.
• Participate in the development and launch of new products and platforms such as a Directed Trust option.

Required Knowledge, Skills, and Abilities:

• Demonstrated working knowledge of applicable trust administrative policies and procedures
• Strong organizational skills, attention to detail, and analytical abilities.
• Effective problem-solving and decision-making abilities while working independently and as part of a team.
• Strong communication skills, to effectively educate others on the role of a trustee, and how a Directed Trust model works with external advisors.
• Good working knowledge on being able to identify the positive and negative attributes of a trust and the resultant responsibilities of the trustee.
• Experienced in the Microsoft Suite of applications: Excel, Word, Outlook, SharePoint, and Access.
• Knowledge of trust reporting software such as SEI SWP, SAP Business Objects, other trust accounting systems, and trading platforms.
• Excellent customer service skills to maintain positive client and inter-department relationships.
• Ability to recognize and troubleshoot problematic trustee/beneficiary relationships, with the ability to address issues proactively
• Serve as a mentor and educator for other trust officers within CTC

Minimum Required Education & Experience:

• Bachelor’s degree or CTFA designation
• A minimum of 10 years of applicable and relevant experience in trust administration.
• Demonstrated proficiency serving in a trust officer capacity and deep familiarity with applicable trust administration rules and regulations.

Travel Requirements: Up to (5%)

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, and Cetera Financial Specialists .

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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