Vice President and Trust Officer

Vice President and Trust Officer

09 May 2025
Missouri, Clayton 00000 Clayton USA

Vice President and Trust Officer

Moneta is seeking an accomplished and highly motivated Vice President & Trust Officer to join our Trust and Estate Administration team. This individual will play a pivotal role in overseeing complex, high-net-worth client relationships, ensuring strict adherence to fiduciary and trust law, and advancing the firm’s strategic growth objectives. The ideal candidate will demonstrate a deep and nuanced understanding of fiduciary services, possess exceptional judgment, and bring a strong record of success in managing and expanding trust portfolios.Essential ResponsibilitiesTrust & Estate Administration: Serve as a fiduciary expert, managing complex trust and estate administration matters with a high degree of professionalism and accuracy.Client Relationship Management: Develop, maintain, and enhance relationships with high-net-worth individuals, families, and business owners to ensure client satisfaction and retention.Compliance & Risk Management: Ensure all trust accounts comply with applicable federal and state laws, regulations, and bank policies. Manage risk effectively while providing exceptional client service.Business Development & Sales: Identify and pursue new business opportunities by networking with estate planners, attorneys, CPAs, and other professionals. Develop and execute strategies to expand the bank’s trust services.Investment Oversight & Coordination: Collaborate with internal and external investment professionals to align investment strategies with clients’ estate and financial plans.Team Leadership & Mentorship: Support and mentor junior trust officers and staff, fostering a culture of collaboration, compliance, and excellence. 

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