Trust Officer - Office presence required job in Portsmouth

Piscataqua Savings Bank, a community mutual savings bank in the Seacoast area of New Hampshire and a Certified B Corporation with a Trust & Investment Department managing over $300 million in assets, is looking for a Trust Officer to join its team. Trust Administration and quality client service is the primary responsibility of this position. In this position the Trust Officer will personally meet with clients to assess their financial and estate planning needs. Building and maintaining relationships with account owners, fiduciaries and beneficiaries is essential to the administrative services provided by the Piscataqua Savings Bank Trust & Investment Department. Maintaining relationships begins with a caring personality, attention to detail and the knowledge and experience to provide financial guidance. The Trust Officer will read and interpret legal documents while applying common sense and careful consideration of a range of issues when making discretionary decisions on behalf of the client.

Essential responsibilities include:

• Manage account relationships in accordance with internal policies, regulatory guidelines, legal or fiduciary requirements and/or client direction.
• Conduct client presentations and address inquiries and concerns in meeting their personal and financial goals.
• Maintain effective business relationships with professionals including legal advisors, accountants and others.
• Coordinate with the investment team to assure that the appropriate objective for each client is established and regularly communicated.
• Analyze transactions for tax efficiencies and reporting purposes and annually participate in the review and dispensing of tax information.
• Participate in various fiduciary, investment, and bank-wide committees.
• Comply with all policies and procedures and institute best fiduciary practices and risk management controls.

Job Requirements:

5+ years of trust company client facing, paralegal, financial planning, tax or trust experience is required for this position.

Education:

A minimum of an Associate’s degree or equivalent professional experience is required. A designation such as a Certified Trust and Financial Advisor (CTFA) is preferred.

Benefits:

Piscataqua Savings Bank offers a competitive salary and benefits package that includes health, dental, life, long-term disability insurance, and flexible spending accounts for medical and/or dependent care, Employee Assistance Program, Student Loan Repayment Program, Employee Referral Bonus Program, pension and 401(k) plans, paid vacation, sick, birthday, volunteer time & holidays.