Job Description

R.M. Davis is seeking an experienced Trust Officer responsible for overseeing accounts where the company serves as Trustee, ensuring compliance with legal, regulatory, internal policies, and procedures.

Requirements:

• CTFA certification and 5+ years of relevant experience in trust and estate administration, including direct client interaction. An advanced degree in law, tax, or related field preferred.
• Experience in a wealth management firm, trust company, law firm, or bank trust department.
• Prior trust and estate administration experience, working with securities custodians, attorneys, accountants, auditors, regulators, and beneficiaries regarding trust activities, transactions, trustee decision-making, and estate distribution management.
• Experience reviewing estate planning documents, fiduciary tax returns, and related legal/tax documents is preferred.
• Strong interpersonal, written, and oral communication skills to explain complex legal and financial concepts clearly.
• Professional, mature, collaborative, and solution-oriented demeanor.
• Competitive salary based on experience, with bonus opportunities.
• Health and Dental insurance options.
• 401(k) plan with profit sharing.
• Medical care FSA plans.
• 30 PTO days and paid holidays.
• Work flexibility, including remote work one day per week.
• Opportunities for professional development and education reimbursement.
• Paid parking in Portland.

Responsibilities:

• Provide counsel on trust, estate, and tax matters.
• Review and approve trust and trustee activities and transactions.
• Coordinate with internal departments regarding trust functions and transactions.
• Serve as liaison with external parties to facilitate trust-related transactions.
• Oversee third-party services to ensure fiduciary standards and client objectives are met.
• Manage all trust tax work.
• Participate in the Trust Oversight Committee and oversee discretionary distributions.
• Represent the firm in client and beneficiary meetings, demonstrating expertise and confidence.
• Review wills, trust agreements, and beneficiary designations for estate structure and asset distribution.
• Engage with beneficiaries, attorneys, accountants, and custodians to ensure smooth estate settlements.

R.M. Davis has grown as one of the largest independent financial advisory firms in northern New England, committed to integrity, professionalism, and core values: Excellence, Integrity, Respect, Collaboration, and Innovation.

KMA Human Resources Consulting manages this search. NO PHONE CALLS OR RECRUITERS PLEASE.

R.M. Davis is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, ancestry, familial status, age, disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or other protected characteristics.

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