4 days ago

Trust Officer II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Manage a portfolio of client trust and estate accounts, including trusts, estates, conservatorships, investment agencies, and IRAs. Maintain accurate administration records while ensuring compliance with bank policies, state laws, and regulatory requirements. Coordinate with Wealth Advisors, legal, tax, and other internal partners to support account onboarding/termination, documentation accuracy, risk identification, and ongoing trust reviews, providing superior client service and clear account status updates.

Location: Montana

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Maintain and administer an existing book of trust accounts in compliance with bank policies, state laws, account documents, and applicable regulations.
•Administer personal trust accounts by reviewing and interpreting trust agreements and related documents.
•Assist with estate administration, including marshalling/distributing assets and resolving claims against the estate.
•Oversee onboarding and termination of accounts and administer unique assets through valuations, inspections, and due diligence.
•Coordinate with Wealth Advisors and legal/tax professionals to ensure accurate, timely, compliant trust documentation and tax filings; provide client service and account status updates.

Pay and Benefits

Perks:Paid Leave401k

Key Requirements

•1-3 years of experience in trust administration, estate planning, or a related field, managing a book of trust/agency/IRA accounts (about 150-225) or equivalent education/experience.
•High school diploma or GED required; a bachelor’s degree in accounting, finance, business administration, or related field is preferred.
•Strong knowledge of financial markets, investment strategies, and trust and estate planning.
•Familiarity with trust and estate laws, tax regulations, and legal documentation, with the ability to interpret policy and procedure manuals.
•Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, along with strong organizational, time management, and attention-to-detail skills.

Experience:Trust administrationEstate planning

Education:High School

Skills:CommunicationCollaborationPrioritizationAttention to detailEthical standards

Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Company Brief

First Interstate BancSystem

Regional bank holding company providing consumer, business, and commercial banking services through branches across the Mountain West and Pacific Northwest. Offers deposit accounts, lending, treasury management, and wealth services.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Billings, United States

Founded: 1971

Website LinkedIn

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First Interstate BancSystem

4 days ago

Trust Officer II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Montana

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Maintain and administer an existing book of trust accounts in compliance with bank policies, state laws, account documents, and applicable regulations.
•Administer personal trust accounts by reviewing and interpreting trust agreements and related documents.
•Assist with estate administration, including marshalling/distributing assets and resolving claims against the estate.
•Oversee onboarding and termination of accounts and administer unique assets through valuations, inspections, and due diligence.
•Coordinate with Wealth Advisors and legal/tax professionals to ensure accurate, timely, compliant trust documentation and tax filings; provide client service and account status updates.

Pay and Benefits

Perks:Paid Leave401k

Key Requirements

•1-3 years of experience in trust administration, estate planning, or a related field, managing a book of trust/agency/IRA accounts (about 150-225) or equivalent education/experience.
•High school diploma or GED required; a bachelor’s degree in accounting, finance, business administration, or related field is preferred.
•Strong knowledge of financial markets, investment strategies, and trust and estate planning.
•Familiarity with trust and estate laws, tax regulations, and legal documentation, with the ability to interpret policy and procedure manuals.
•Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, along with strong organizational, time management, and attention-to-detail skills.

Experience:Trust administrationEstate planning

Education:High School

Skills:CommunicationCollaborationPrioritizationAttention to detailEthical standards

Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Company Brief

First Interstate BancSystem

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Billings, United States

Founded: 1971

Website LinkedIn