Job Profile Summary: Under the direction of the Senior Fiduciary Officer, the Fiduciary Officer is responsible for assisting in the administration of fiduciary relationships (I.e., Trusts, estates, etc.) within Bangor Wealth Management, a division of Bangor Savings Bank. This role includes serving as a resource to Bangor Wealth Management staff, direct client interaction, ensuring compliance with fiduciary laws, and contributing to the strategic goals of Bangor Savings Bank.

ACCOUNTABILITIES:

Leadership:

Serve as a resource and support for the Wealth Management Group in the sales and service of trust and fiduciary services.
Ensure compliance with department policies, procedures, and applicable fiduciary laws.
Assist in creating streamline processes and efficiencies for fiduciary and tax tasks within the Wealth Management Group.
Assist in the preparation and presentation of client requests to the Trust Administrative Committee.
Represent Bangor Wealth Management statewide.

Customer Management:

Maintain and enhance existing client relationships through regular contact and client satisfaction strategies.
Proactively service and cross-sell client relationships to improve client satisfaction.
Responsible for production and distribution to the Relationship Management Team of necessary tax documents for accounts.
Assist in the facilitation and coordination of paying and reporting real estate taxes, insurance, and other expenses required by trust-owned real estate.

New Client Acquisition:

Provide responsive and appropriate financial solutions for relationships referred through internal or external channels.
Work closely with internal partners to deliver appropriate financial solutions to clients.

Compliance and Control:

Conduct routine account maintenance to ensure property administration of accounts from a legal and tax perspective.
Assist in ensuring that the Bank is in compliance with local, state, and federal regulations.

General:

Interact harmoniously and effectively with others, focusing on the attainment of bank goals and objectives through a commitment to teamwork.
Conform to acceptable punctuality/attendance standards as expressed in the Employee Handbook.
Perform additional duties as requested.

Knowledge/Skills/Experience:

BA/BS; Legal/Paralegal and accounting professionals are preferred.
CTFA or equivalent designation is desirable.
5+ years of fiduciary and/or trust administrative experience is preferred.
Strong inter-personal skills; strong written and verbal skills including comfort level for collaborating with teammates and clients; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits, and estate planning is preferred; valid driver’s license.

Physical Demands/Conditions Requirements:

General office environment.
Moderate lifting (up to 35 lbs.), reaching, walking, sitting, and standing required.

Equipment Used:

General office equipment.

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