Estate & Probate Paralegal

Banking and Commercial Finance South Bend, IN Trust Officer, VP Apply Now Vice President, Trust Officer: We are seeking a detail-oriented Trust Officer to manage and administer fiduciary accounts, including trusts, estates, and agency relationships. This role is responsible for delivering high-quality client service, ensuring compliance with governing documents, and supporting business development efforts. Duties: Administer assigned trust, estate, and agency accounts in accordance with governing documents and client needs Analyze trust instruments and ensure proper execution of fiduciary responsibilities Coordinate asset management activities, including valuation, transfer, and protection of assets Establish new accounts, manage distributions, and oversee tax and accounting considerations Collaborate with internal partners (investment, legal, estate planning) and external stakeholders Serve as a primary contact for clients, beneficiaries, attorneys, and other related parties Resolve client and account issues proactively and professionally Participate in court proceedings and support asset acquisition or disposition as needed Provide input on trust account strategy, including investment considerations and distributions Contribute to new business development and client relationship growth Supervise staff as applicable and support team development Qualifications: 3–5 years of trust, estate, or fiduciary administration experience preferred Strong understanding of trust structures, estate administration, and fiduciary principles Excellent analytical, problem-solving, and organizational skills Strong communication and relationship management abilities High attention to detail with the ability to manage multiple responsibilities Proficiency in Microsoft Word and Excel Bachelor’s degree preferred Ability to travel as needed for client meetings and related activities Professional demeanor with a strong client service orientation Commitment to compliance with all applicable laws, regulations, and internal policies Ability to travel as needed for client meetings and related activities Professional demeanor with a strong client service orientation Commitment to compliance with all applicable laws, regulations, and internal policies This is a client-facing role ideal for a fiduciary professional who thrives in a detail-driven environment and values relationship management, compliance, and trust administration excellence. Cancel Recruiting Team Reach out to learn more or nominate a qualified candidate. Associate Partner Greg McLogan Commercial Banking & Commercial Finance View Profile To Apply