Trust Officer

BitGo is hiring a Trust Officer to oversee accounts, provide customer service, and ensure compliance with regulations. This role involves account opening, distributions, and closing procedures, requiring strong communication and organizational skills.

Overview

Department

Accounting & Finance

Job type

Full time

Compensation

Salary not specified

Location

United States, North America

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Requirements

Bachelor’s Degree and an advanced degree or certification

6 years of customer relationship service and 3 years of experience working at a trust company

Highly effective verbal and written communications

Strong customer service skills

Accuracy and attention to detail

Highly organized with work tools like emails, spreadsheets, databases

Extremely high sense of urgency when servicing external and internal clients

Analytical skills, positive attitude, listening and problem-solving skills

Responsibilities

Responsible for the oversight of all accounts under administration.

Provide high-quality customer service by owning, monitoring, and improving customer service, handling customer inquiries, managing client communications throughout the entire customer relationship experience.

Involvement in new account acceptance, account opening procedures, distributions, and closing account procedures.

Ensure adherence to all legal and regulatory requirements related to Trust administration.

Perform thorough annual and periodic reviews of trust accounts to ensure ongoing compliance, accuracy, and client satisfaction.

Maintain proficient knowledge of trust rules and regulations, as well as company policies and procedures.

Work closely with internal teams to ensure a cohesive approach to customer onboarding and account administration.

Develop and maintain expertise in the products and services offered to clients.

Benefits

Competitive base salary, bonus and stock options

100% company paid health insurance for employee, partner and dependents

Up to 4% 401k company match

Paid parental leave, Paid vacation

Free custom lunches, dinners and snacks

Computer equipment and workplace furniture to suit your needs

Great colleagues and inspiring startup environment