Fiduciary Officer/Sr. Fiduciary Officer

ESL All Companies
City of Rochester, NY
Category Operations
Job Description
The Fiduciary Officer/Sr. Fiduciary Officer role involves developing, administering, and supporting fiduciary accounts while maintaining high service standards and fiduciary compliance. The individual will act as an expert in client relationships, new business development, and legal document interpretation.

Requirements

  • Bachelor's degree or 4 years equivalent experience
  • Minimum 7 years of proven trust experience
  • Client-facing interaction and documentation experience
  • Discretion, empathy, and professionalism
  • Detail-oriented with a commitment to accuracy and timeliness
  • Ability to explain complex fiduciary concepts

Benefits

  • Wellness program
  • Family assistance plan
  • 401k with match
  • Paid volunteer time
  • Learning & Development training
]]>