Job Description
Job Summary
The Trust Officer is responsible for the administration, oversight, and compliance of Moneta Trust operations. This role serves as a primary fiduciary contact for client relationships, collaborates closely with the Director of Moneta Trust, and partners with internal stakeholders to deliver exceptional trust administration in accordance with all applicable regulatory requirements and internal policies.
Essential Responsibilities
- Collaborates with the Board of Directors and senior management to develop and advance strategic plans for Moneta Trust, including reviewing reports and providing recommendations on major initiatives and budget priorities.
- Evaluates and acts on complex inquiries, approvals, and requests in accordance with established policies, procedures, and assigned authority levels, exercising sound judgment to support consistent and compliant decision-making.
- Meets with Moneta Advisors and prospective trust clients to articulate Moneta Trust’s value proposition and facilitate the onboarding of new trust relationships.
- Researches and resolves complex client transactions, operational issues, and trust administration inquiries, escalating as appropriate and ensuring timely, accurate outcomes.
- Serves as the primary fiduciary contact for assigned client relationships, ensuring all documentation, discretionary actions, and business acceptance decisions comply with internal fiduciary policies and trust guidelines.
Qualifications
- B.S. in Business, Accounting, Management, or related field
- JD, CTFA, CFA, CFP or other professional designations, preferred
- 5+ years related experience in Trust Operations
- Experience with Trust accounting software, reporting requirements and Trust Admission Committees
- Proficient in Microsoft Office applications.
- Must be authorized to work in the United States
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.