Sr. Trust Officer & Team lead

Insight Global is looking for a Sr. Trust Officer & Team Lead to work closely with the VP, Director of Trust Services to serve as a key liaison, coordinating efforts among legal, investment, tax, client engagement and operations teams to support the creation and administration of trust and investment management accounts.

The Senior Trust Officer & Team Lead also serves as an alternate point of contact for clients and may
independently manage select client relationships.

Core responsibilities include building and sustaining a collaborative, high-performing team, overseeing
acceptance of new business, and ensuring consistent, high-quality trust administration across the
organization. The Senior Trust Officer & Team Lead must possess extensive knowledge of trust accounting,
trust and estate law, regulatory requirements, and the administration of trusts, IRAs and investment
management accounts.

Compensation: up to $140k (based on experience) + benefits

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

• Minimum of five years of experience in trust company environment or trust and estate planning
practice preferred
• Demonstrated strategic vision and leadership capability
• Extensive knowledge of law and regulations governing trusts, IRAs and investment management
services
• Juris Doctor (JD) required; LLM or CPA preferred but not required
• Certified Trust Financial Advisor (CTFA) certification desirable
• Expertise in estate planning, trust taxation and charitable giving strategies
• Strong interpersonal and relationship building skills
• Ability to manage multiple priorities, respond to evolving needs, and collaborate across diverse
teams
• Excellent written and verbal communication skills
• Proven organizational, research, administrative and financial competency, including familiarity with
planned giving vehicles and tax implications of both outright and deferred gifts
• High attention to detail and commitment to accuracy in legal, tax and charitable giving matters
• Dedication to thorough analysis and sound legal and business decision making related to trust
acceptance and administration
• Ability to effectively engage with internal and external clients using clear and professional
communication

PHYSICAL REQUIREMENTS
• Ability to communicate effectively in one-on-one and group settings with management, colleagues,
constituents and the public
• Frequent use of telephone and email communication
• Ability to sit for extended periods of time
• Normal hearing and vision required for verbal communication and document review
• Minimal physical exertion required; occasional lifting of up to 10 pounds
• Manual dexterity sufficient for regular use of office equipment including computers, telephones and
copiers.

• Juris Doctor (JD) required; LLM or CPA preferred but not required
• Certified Trust Financial Advisor (CTFA) certification desirable

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.