Trust Planning Officer

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

Position Overview

The Trust Planning Officer plays a key role in supporting day-to-day operations of the department while ensuring full compliance with all State and Federal regulations, as well as requirements of our outside trust partner, Members Trust Company (MTC). This position serves as a subject matter expert (SME) in the Trust Planning department and is responsible for the delivery of our trust and estate planning services, including the Estate Planning Essentials Program and more complex estate planning situations.

Essential Responsibilities

• 40% Provide advanced support to Trust Representatives and members regarding estate planning strategies and our corporate fiduciary services

  • Help Trust Representatives within FAS Retail Delivery analyze a member’s estate planning goals and determine next steps, including whether they are suitable for the Estate Planning Essentials Program.
  • Advise Trust Representatives within FAS Retail Delivery on more complex estate planning situations, including trust planning strategies and opportunities for MTC business development.
  • Answer phone calls and emails from members who contact Trust Services directly to discuss their estate planning goals and our corporate fiduciary services.

• 35% Estate Planning Essentials Program Management

  • Schedule Estate Planning Essentials Program appointments submitted by Trust Representatives, including cancelled and rescheduled appointments.
  • Process Flex Day Requests and coordinate with participating attorneys.
  • Coordinate logistical follow-up efforts between participating attorneys, Trust Representatives, and members.
  • Assist in the development of the program calendar.

• 15% Future Fiduciary Appointment Document Review, Retention and Research

  • Review legal documents, such as wills, trusts and powers of attorney, in which SECU Trust Services through MTC is named in a future fiduciary capacity, record details in future appointment database, provide copies to MTC, and store for retention.
  • Research future appointment situations in which members have recently passed away or become incapacitated and coordinate with Trust and Estate Administration.
  • Learn how to review legal documents, such as will, trusts, and powers of attorney, in which SECU Trust Services and MTC is named in a future fiduciary capacity, and identify potential areas of concern for further discussion with Trust Representatives, members, and drafting attorneys, as appropriate.