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About the Role

The Senior Trust Officer will administer a book of trust accounts in accordance with applicable law and sound fiduciary principles while also cultivating relationships with clients and advisors.

Responsibilities

• Interpret legal documents and ensure trusts are administered in accordance with applicable laws, regulations, and governing instruments
• Maintain high client and advisor service levels through prompt research and response to inquiries
• Collaborate with clients, advisors, and internal partners to achieve client objectives while maintaining fiduciary integrity
• Perform post-acceptance and annual administrative account reviews
• Proactively identify trust issues and partner with management, investments, tax, legal and compliance to take appropriate action to resolve them
• Prepare and present discretionary memoranda for committee review and approval
• Direct middle office to initiate account changes like terminations
• Maintain current knowledge of developments in the trust legal and regulatory environment
• Participate in special projects as assigned

Requirements

• A minimum of 10 years of trust administration and/or estate planning experience with at least 7 years as a trust officer
• JD preferred; Masters or BA/BS from an appropriately accredited educational institution plus relevant trust education/experience/designations considered in lieu
• Strong knowledge of the principles of trust administration required
• Practical experience in the RIA and/or wealth management environments strongly preferred
• Ability to work in a fast-paced environment including excellent time management skills and ability to balance multiple competing priorities
• Strong analytical skills including the ability to research problems, determine root causes, and identify and implement solutions
• Superior organizational skills and the ability to handle multiple priorities with grace without sacrificing quality, accuracy or deadlines
• Laser-focused attention to detail
• Proficiency in Microsoft Office applications
• Excellent interpersonal and written and verbal communications skills, and the ability to deal effectively with a variety of people
• Ability to work independently and efficiently and also to work well in a group setting
• Highly motivated self-starter
• You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Skills

• Trust administration
• Estate planning
• Fiduciary services
• Investment management oversight
• Client relationship management
• Advisor relationship management
• Legal document interpretation
• Regulatory compliance
• Time management
• Analytical skills
• Organizational skills
• Attention to detail
• Microsoft Office proficiency
• Interpersonal skills
• Written communication
• Verbal communication

Location

• Chicago, IL
• New York, NY
• Houston, TX
• Wilmington, DE

Work Type

• Onsite
• In-office Monday through Thursday and work from home on Fridays

Experience Level

• Senior
• 10+ years of trust administration and/or estate planning experience
• 7+ years as a trust officer

Education Level

• JD preferred
• Masters or BA/BS

Salary/Compensations

• $140,000 - $150,000 plus discretionary bonus

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother’s lounge onsite
• Flexible PTO plan
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

About the Company

• Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations.
• Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision.
• Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
• Hightower Trust Company is a wholly owned subsidiary of Hightower and serves Hightower’s advisors and their clients exclusively.
• Hightower Trust Company provides fiduciary services and investment management oversight to help preserve clients’ wealth, giving them assurance that their trusted professionals will be there to support their family for years to come.

Equal Opportunity

• Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.