Trust Officer II

First Interstate BancSystem • Bozeman, MT • 4h ago

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at our Bozeman, MT Main branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.- Generous Paid Time Off (PTO) in addition to paid federal holidays.- Student debt employer repayment program.- 401(k) retirement plan with a 6% match.- The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Trust Officer II is responsible for managing a portfolio of client accounts and delivering a comprehensive range of trust and estate planning services. These accounts may include trusts, estates, conservatorships, investment agencies, and IRA accounts. Key responsibilities include building and maintaining client relationships, coordinating with internal and external partners, and ensuring compliance with legal and regulatory requirements, state laws, governing documents, and applicable policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES- Maintains and administers a full book of existing accounts in full compliance with bank policies and procedures, applicable state laws, account documents, and regulations established by the Federal Reserve and the State Banking Commissioner.- Administers a variety of personal trust accounts; reviews and interprets trust agreements and related documents.- Assists in the administration of estates, including marshalling and distributing assets and resolving claims against the estate.- Oversees both onboarding and termination of accounts.- Administers a variety of unique and special assets, including obtaining valuations, inspections, and other required due diligence.- Identifies, assesses, and manages risks associated with client accounts, including legal, financial, and reputational risks.- Works closely with clients and Wealth Advisors to establish comprehensive financial and estate plans.- Coordinates with legal and tax professionals to ensure all trust documentation and required tax filings are accurate, timely, and compliant.- Reviews and maintains familiarity with all relevant information for assigned accounts, including financial and tax status, risk tolerances, investment objectives, and cash flow needs.- Conducts regular reviews of trust accounts to ensure compliance with trust terms and applicable regulations.- Assists and supports Wealth Advisors in business development opportunities, including new client relationships and expanding existing Wealth Management and First Interstate Bank client relationships through maintenance, updates, and implementation of active financial plans.- Assists Wealth Advisors in servicing accounts, completing account service calls in accordance with departmental standards to retain and expand current client relationships.- Provides superior customer service and maintains strong relationships with clients, responding promptly to all inquiries and requests.- Maintains accurate and detailed electronic records of client account holdings, transactions, and file documentation in an organized manner for easy review.- Prepares and presents regular account status updates to clients and/or senior management as needed.- Works closely with other departments (such as Legal, Compliance, Tax, and Audit) to ensure seamless service delivery.- Performs other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requir

Similar Jobs

Production Process Operator I - MIST (Mail-In Spore Testing)

Mesa Labs • Bozeman, MT • 4h ago

Management & Administrative

DescriptionAre you looking for an opportunity to make a difference? At Mesa Labs we're passionate about protecting the vulnerable by enabling scientific breakthroughs, ensuring product integrity, increasing patient and w...

4h ago

Go to Apply

Administrative Assistant - Part Time position Friday-Sunday

Radiant Senior Living Inc • Bozeman, MT • 1d ago

Management & Administrative

A CAREER WITH PURPOSE! Come join an awesome team! We strive to maintain a care-centered culture that begins with caring for you in the same way we care for our residents. Each individual member of our team plays an extre...

1d ago

Go to Apply

Administrative Assistant 3

State of Montana • Bozeman, MT • 1d ago

Management & Administrative

/THE// OUTSIDE//IS IN US ALL./ Announcement: Please remember to attach the required documents listed in this announcement. Resume Cover Letter References Applications missing the requested documents will be considered in...

1d ago

Go to Apply

Account Manager, Commercial

Grainger • Bozeman, MT • 2d ago

Management & Administrative

Work Location Type: HybridReq Number 332964About GraingerW.W. Grainger, Inc. is a leading broad line distributor with operations primarily in North America and Japan. At Grainger, We Keep the World Workingby serving more...

2d ago

Go to Apply

Subaward Manager

Montana State University • Bozeman, MT • 3d ago

Management & Administrative

Position Details Position Information Announcement Number STAFF - VA - 27053 For questions regarding this position, please contact: Katie Olson kolson@montana.edu 406-994-1982 Classification Title Program Mgr Working Tit...

3d ago

Go to Apply

Human Resources Business Partner

Montana State University • Bozeman, MT • 3d ago

Management & Administrative

Position Details Position Information Announcement Number STAFF - VA - 27057 For questions regarding this position, please contact: Kerry Evans (406) 994-7664 kevans@montana.edu Classification Title Personnel Officer Wor...

3d ago

Go to Apply

CARC Administrative Associate III

Montana State University • Bozeman, MT • 5d ago

Management & Administrative

Position Details Position Information Announcement Number STAFF - VA - 27063 For questions regarding this position, please contact: Patrick Carr patrick.carr@montana.edu (406) 994-5430 Classification Title Admin Assoc II...

5d ago

Go to Apply

Meat Clerk

Town and Country Foods • Bozeman, MT • 1w ago

Management & Administrative

Starting wage $21-$23/hr. D.O.E. Do you want an environment where employees are encouraged to come up with ideas? Do you want to feel supported by your co-workers and managers? Do you want to be an owner? If you want to...

1w ago

Go to Apply

Administrative Associate IV

Montana State University • Bozeman, MT • 1w ago

Management & Administrative

Position Details Position Information Announcement Number STAFF - VA - 27062 For questions regarding this position, please contact: Aritra Roy Choudhury aritra.roychoudhury@montana.edu 406-994-6110 Classification Title A...

1w ago

Go to Apply

Customer Service Representative

Crash Champions • Bozeman, MT • 1w ago

Management & Administrative

Champions Do More As one of the fastest-growing and most exciting brands in the industry, Crash Champions is the largest founder-led multi-shop operator (MSO) of high-quality collision repair service in the U.S. The comp...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)