Trust Officer III - Personal Financial Services

Administers the most complex, largest estate and personal trust accounts such as testamentary/intervivos trusts, Conservatorships, Guardianships and Agencies. Interacts with and provides guidance to Portfolio Managers, Real Property Managers, CPAs and Trust Counsel. Confers with clients regarding establishment, administration and operation of trust. Provides documentation for preparation of estate and income taxes. Gathers/submits pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion. Reviews and submits proposals for consideration and direction. Develops investment strategy with assistance of the Team Leader.
Supervises and evaluates performance of one administrative assistant.Job Requirements

College degree in Business, Finance or related area or equivalent experience required.
Over 10 years of professional level experience in trust administration required.
Trust Certificate (CTFA) preferred. It is expected that a candidate is working towards completion of the CTFA.
Must have an appropriate familiarity with state tax laws, income taxation with respect to trust investment management principles and the California probate code.
Strong organizational skills required.
The ability to work on multiple tasks/projects simultaneously is crucial in this position.
Strong oral and written communication skills are required. Must be able to interact effectively with all levels of City National Bank personnel, clients and outside contacts.
Ability to retain business is required.
Must be computer literate (e.g., Microsoft Word, Excel, PowerPoint, Outlook).
Must be familiar with trust accounting systems.

City National Bank is an Equal Opportunity Employer. M/F/D/V
Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.