Trust Officer II

First Interstate

. Manage a portfolio and full book of existing client accounts .

Posted 10/6/2026full-timeUnited StatesJunior💰 $67,870 - $105,270 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trust administration and estate planning, with a strong understanding of financial markets and investment strategies. Proficient in managing client accounts, conducting compliance reviews, and collaborating with legal and tax professionals.

Highest-signal resume keywords

Trust AdministrationEstate PlanningFinancial AnalysisClient Relationship ManagementRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust Agreements InterpretationEstate AdministrationFinancial Risk ManagementAccount ManagementValuation and Due DiligenceFinancial Market UnderstandingInvestment StrategyTax Filing CoordinationMathematical CalculationsTechnical Documentation

Soft Skills

Effective CommunicationCollaborationAttention to DetailOrganizational SkillsProblem Solving

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Industry Keywords

Trust and Estate LawsFinancial RegulationsClient ServiceCompliance StandardsEthical Standards

About the role

Key responsibilities & impact

Manage a portfolio and full book of existing client accounts
Administer personal trust accounts and interpret trust agreements and related documents
Assist with estate administration, including marshalling and distributing assets and resolving estate claims
Oversee onboarding and termination of accounts
Administer unique and special assets, including valuations, inspections, and due diligence
Identify, assess, and manage legal, financial, and reputational risks
Work with clients and Wealth Advisors to establish financial and estate plans
Coordinate with legal and tax professionals on trust documentation and tax filings
Review account financial and tax status, risk tolerances, investment objectives, and cash flow needs
Conduct regular trust account reviews for compliance
Support Wealth Advisors with business development and client relationship expansion
Service accounts and complete account service calls
Provide customer service and respond to client inquiries and requests
Maintain accurate electronic records of holdings, transactions, and documentation
Prepare and present account status updates to clients and senior management
Collaborate with Legal, Compliance, Tax, and Audit departments
Perform other duties as assigned

Requirements

What you’ll need

High School Diploma or General Education Degree (GED) required
Bachelor's Degree in Accounting, Finance, Business Administration, or related field preferred
1-3 years experience in trust administration, estate planning or related field
Ability to manage a complex mix of Agencies, IRAs and Trust accounts in a book of at least 150-225 and/or the equivalent combination of education and experience required
Effective verbal and written communication skills
Ability to work collaboratively with co-workers
Ability to prioritize workload and remain adaptable under pressure
Strong attention to detail
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Ability to read and comprehend technical instructions, correspondence, policies, procedures, laws, and regulations
Ability to interpret policy and procedure manuals accurately
Ability to write complex correspondence and professional documentation
Ability to present information effectively to customers, clients, and colleagues
Ability to calculate figures and amounts, including discounts, interest, commissions, proportions, percentages, and area
Ability to apply basic algebra and geometry
Ability to resolve problems involving multiple concrete variables in standardized situations
Strong understanding of financial markets, investment strategies, and trust and estate planning
Familiarity with trust and estate laws, tax regulations, and legal documentation
Ability to explain complex financial and legal concepts to clients
Strong organizational and time management skills
Meticulous attention to detail
Adherence to the highest ethical standards
Regular and predictable attendance required
Typical work hours: M-F (8-5)

Benefits

Comp & perks

Generous Paid Time Off (PTO) in addition to paid federal holidays
Student debt employer repayment program
401(k) retirement plan with a 6% match
Medical, dental, and vision benefits
Short-term and long-term disability benefits
Life insurance
Flexible spending accounts
Health savings account
Employee assistance program
Up to 11 paid Federal holidays
Annual discretionary cash bonuses
Reasonable accommodations for qualified individuals with disabilities