Trust Officer

📋 Description

• Manage trust accounts lifecycle from onboarding to termination.
• Conduct KYC reviews, including identity verification and sanctions.
• Assist account acceptance, ensuring regulatory standards.
• Collaborate with Compliance, Legal, and Risk on AML/BSA policies.
• Maintain strong client relationships with proactive onboarding.
• Perform annual and periodic trust reviews for compliance.

🎯 Requirements

• Bachelor’s Degree; advanced degree or certification preferred.
• 4+ years client-facing experience, incl. trust administration or wealth mgmt.
• Experience conducting KYC and onboarding high-net-worth or institutional clients.
• Knowledge of BSA/AML, CIP, FATF, and trust acceptance principles.
• Strong verbal and written communication; explain complex trust concepts.
• Detail-oriented; proficient with spreadsheets and onboarding tools (e.g., Persona).

🎁 Benefits

• 100% company-paid health insurance for employee, partner and dependents.
• Up to 4% 401k company match.
• Paid parental leave and paid vacation.
• Free custom lunches, dinners and snacks.
• Computer equipment and ergonomic workplace furniture.
• Great colleagues and inspiring startup environment.