Description
The Trust Officer – Charitable Services (TO-CS) is responsible for meeting the trust needs of Bank clients and administering charitable trust accounts for Citizens Private Wealth (CPW). The TO-CS is responsible for the day-to-day management and administration of charitable trust accounts and for working with CPW partners to introduce trust clients and beneficiaries to CPW’s comprehensive suite of trust, investment, financial planning, insurance, and tax services. These duties include ensuring compliant trust private foundation administration; tax and states attorneys general filings and management, responding to beneficiary, government, and audit inquiries, and as applicable, working with charitable grant making committees and activities. The TO-CS will also support CPW professionals to attract and retain new clients by delivering education and information about estate plans and tax and estate savings techniques, especially related to philanthropic goals. The TO-CS will perform these duties with high proficiency and integrity acting in accordance with the Bank’s fiduciary responsibilities and best fiduciary and risk management practices, as trustee.
10-20% travel will be required to meet responsibilities.
Primary responsibilities include
Minimum Required:
Preferred:
Education
Hours & Work Schedule
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Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growthBackground Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
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