Trust Officer Jobs

Summary:

Relocation is available for successful candidates.

Our award-winning client seeks to hire a Trust Officer to work with various types of trusts, investment management, foundations, and estates, including estate settlement.

As Trust Officer, you will network with Centers of Influence to represent the Wealth Division in the community.

You will participate in new business on a team level to assist the Wealth Division in reaching its goals. Work for a company that offers variety and consistently receives accolades for its community service and performance.

Responsibilities:

• Explain investments to clients and work with the assigned investment officer.
• Participate in new business development.
• Network with Centers of Influence.
• Administer various trust accounts, ensuring client satisfaction within guidelines and regulations.
• Make presentations to foundations, endowments, and non-profit organizations.
• Mentor less experienced employees.
• Manage estate settlements.

Required Qualifications:

• Experience making presentations to clients and boards.
• Ten years of experience working with trusts and estates.
• Bachelor’s degree.
• Excellent customer service record.
• Experience explaining investments to clients.