Fiduciary Officer

Job Profile Summary: Under the direction of the Senior Fiduciary Officer, the Fiduciary Officer is responsible for assisting in the administration of fiduciary relationships (I.e., Trusts, estates, etc.) within Bangor Wealth Management, a division of Bangor Savings Bank. This role includes serving as a resource to Bangor Wealth Management staff, direct client interaction, ensuring compliance with fiduciary laws, and contributing to the strategic goals of Bangor Savings Bank.
ACCOUNTABILITIES:


Leadership:

+ Serve as a resource and support for the Wealth Management Group in the sales and service of trust and fiduciary services.

+ Ensure compliance with department policies, procedures, and applicable fiduciary laws.

+ Assist in creating streamline processes and efficiencies for fiduciary and tax tasks within the Wealth Management Group.

+ Assist in the preparation and presentation of client requests to the Trust Administrative Committe...