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Trust Officer at Teton Trust Company – Miami, Florida

Teton Trust Company
Miami, Florida, 33102, United States
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About This Position

JOB DESCRIPTION
Position: Trust Officer (full-time)
Company: Teton Trust Company
Location: Miami, Florida (Teton Trust Company Representative Office)
Start Date: Immediate
About the Company
Teton Trust Company (“The Company”) is a Wyoming State-chartered trust company based in Jackson Hole. The trust company is an independent, professional trustee, acting primarily for international high-net worth clients with cross-border succession planning needs. Our team is international, multilingual, consisting largely of legal and accounting professionals. We work closely with attorneys, family advisors, private banks, trustees, and other institutions worldwide.
Key Responsibilities:
  • Administer a portfolio of trust accounts, ensuring adherence to trust agreements, legal requirements, and company policies.
  • Serve as the primary point of contact for clients, beneficiaries, and advisors, providing timely and professional responses to inquiries.
  • Conduct periodic trust reviews to ensure compliance and optimize trust performance.
  • Oversee the distribution of trust assets in accordance with trust terms and applicable regulations.
  • Manage investment-related matters, including knowledge of subscriptions to investment funds and oversight of related documentation (preferred).
  • Collaborate with attorneys, accountants, and financial advisors to address client needs and resolve complex issues.
  • Maintain accurate, organized, and detailed records of trust activities, financial transactions, and correspondence.
  • Stay current with developments in trust and estate law, regulatory frameworks, and industry best practices.
Qualifications:
  • Bachelor’s degree in finance, accounting, law, or a related field (preferred).
  • 1-3 years of experience in trust administration or a related field (preferred).
  • Exceptional interpersonal and communication skills with the ability to build strong client relationships.
  • Proven ability to manage multiple tasks and priorities in a fast-paced environment.
  • High level of attention to detail and organizational skills.
  • Proficiency in Microsoft Office Suite.
  • Fluency in Spanish is preferred.

Job Location

Miami, Florida, 33102, United States
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Job Location

This job is located in the Miami, Florida, 33102, United States region.

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