No day for a trust officer is the same. The job can be stressful, but rewarding at the same time. During the time when a family member passes away or becomes incompetent in a power of attorney situation, we remain impartial and follow years of experience, policies and procedures to move the administration along. We get exposed to various family dynamics which can be a challenge at times.
During my work experience, I have learned key factors to having a proper will, planning and having discussions with friends and family regarding your wishes.
My current office is very small with 4 employees who deal with different aspects of estate and trust services.
The best part of the job is advising people they are inheriting money they weren't expecting to inherit.
good pay and benefits
recently lack of teamwork and support of co-workers and management
we had inbound calls, I learned a lot about the insurance and the need of people. We had a very good supervisor that I learned a lot from him. the most enjoyable part of the job was the challenge I had for learning more and improving in my job.