Career Opportunities with Legacy Trust Company

Legacy Trust Company is seeking an experienced Trust Officer to manage a portfolio of existing and new client relationships. This role carries full responsibility for trust administration, client advisory, and cross-functional coordination, demanding expertise, ownership, and professional excellence at every level.

The Role

The Trust Officer serves as the primary point of contact for a diverse book of ultra-high-net-worth clients. You will administer complex trust and estate structures, exercise discretionary judgment over distributions, and guide clients through financial, legal, and personal matters with confidence and care. Success in this role requires mastery of the technical, the relational, and the unexpected.

Responsibilities

• Communicate regularly with clients and serve as their primary advisor across financial, legal, and personal matters
• Read, interpret, and administer trust agreements, wills, and other legal documents
• Exercise independent judgment over trust distributions and prepare memos for the Trust Committee
• Provide estate planning ideas and coordinate with CPAs, estate planning attorneys, and outside advisors
• Assist clients with personal matters including insurance review, Medicare enrollment, mental health resources, real estate and vehicle purchases, and trust loans
• Understand and navigate legal structures such as partnerships and LLCs held within trusts
• Coordinate appraisals of partnerships, real estate, and personal property
• Manage real estate and oil and gas assets with internal and external support
• Enter and approve transactions in the trust accounting system (SEI); maintain accounts including openings and closings
• Prepare for and respond to periodic audits by Legacy’s auditors and the OCC
• Participate in legal matters including trust decanting, court-supervised estates, and client divorces
• Contribute to the development and documentation of internal work processes
• Represent Legacy through participation in professional organizations and the broader community

Technical Expertise

• Trust and Estate Administration
• GST, Estate and Gift Tax
• Income Taxation — Trusts and Estates
• Fiduciary Duties
• Portfolio Investment Concepts
• Real Estate and Oil and Gas Assets
• Partnership and LLC Structures
• SEI Trust Accounting
• HubSpot CRM
• M-Files Document Management

Who You Are

• Experienced with high-net-worth client advisory
• Exercises sound, independent judgment
• Polished communicator — written and in person
• Self-motivated with strong time management
• Patient, persistent, and a natural problem solver
• Collaborative and collegial
• Committed to a long-term career position
• Maintains active professional certifications

Legacy Trust Company is seeking a detail-oriented Assistant Controller to support the financial operations and accounting management of the organization. This role carries broad responsibility across financial reporting, internal controls, tax coordination, and operational accounting, requiring precision, accountability, and sound professional judgment.

The Role

The Assistant Controller plays a central role in maintaining the financial integrity of the organization. You will support accounting operations across multiple business functions, oversee reporting processes, maintain the general ledger, and assist with regulatory and tax-related responsibilities. Success in this role requires strong technical accounting knowledge, operational discipline, and the ability to manage details without losing sight of the broader business picture.

Responsibilities

• Assist in the preparation of monthly financial statements and supporting schedules
• Produce management reporting and financial analysis, including recurring and ad hoc reports
• Maintain ownership of the general ledger and oversee ongoing QuickBooks administration
• Coordinate tax packages and support external tax preparation processes
• Generate and manage Boxi reporting across the Legacy Trust platform
• Oversee the annual 1099 process, including coordination with OneSource, asset coding updates, testing, and timely IRS filing
• Support the development and maintenance of internal accounting controls and reporting procedures
• Ensure accuracy, consistency, and timeliness across accounting operations and financial deliverables
• Assist with financial data review, reconciliations, and operational accounting support as needed
• Collaborate across departments to support organizational reporting and operational initiatives

Technical Expertise

• Financial Reporting and Analysis
• General Ledger Management
• QuickBooks
• Microsoft Excel
• GAAP Knowledge
• Tax Reporting and Compliance
• Internal Controls
• Financial Statement Interpretation
• IRS and 1099 Reporting Requirements
• Accounting Operations and Process Management

Who You Are

• Detail-oriented with exceptional accuracy and organizational discipline
• Able to manage multiple priorities while meeting internal and external deadlines
• Strong analytical thinker with sound financial judgment
• Experienced in accounting operations and financial reporting environments
• Collaborative, dependable, and proactive
• Comfortable working independently while supporting a broader team
• Clear and professional communicator
• Committed to continuous improvement and operational excellence

Qualifications

• Bachelor’s degree in Accounting required
• CPA license preferred
• Proficiency in QuickBooks and Microsoft Excel required
• Working knowledge of GAAP, IFRS, and applicable tax laws preferred