About the role

Bank of Marin seeks a highly experienced Trust Officer to manage and grow a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors. The role combines fiduciary administration with relationship management and business development, serving high-net-worth individuals, families, trusts, and estates. You will collaborate with portfolio managers, attorneys, CPAs, and bank partners to drive wealth management solutions.

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JOB OVERVIEW

Experience level

Senior

Location

Novato, CA

Occupation

Financial Specialists, All Other

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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