Position Description :

Role : Direct and coordinate activities relative to the creation and administration of personal, corporate, probate and court-ordered relationships in accordance with the terms of the governing documents or court direction.

Perks :

As a full-time team member, you get access to a variety of benefits which include :

Paid leave including vacation, personal, sick

Paid holidays

Paid volunteer time

Access to our employee assistance program

401K & Generous Match (subject to eligibility requirements)

Day-to-Day :

Trust Officer will have business development goals for both trust and alternative investments. These new business goals will have targets set as annual performance measures.

Officer must be able to determine best solution for needs based scenarios.

This individual will work with existing clients, prospects and beneficiaries in the area of estate and financial planning.

This will include identifying needs, providing solutions and being able to close opportunities.

This person will be responsible for the administration of assigned fiduciary relationships. This will require the ability to analyze, review investment guidelines and administer a wide variety of relationships.

Other duties as assigned by management.

Qualifications :

Education : A college degree and a professional certificate or a graduate degree. CFP, CTFA, or JD is preferred.

Experience : Three to five years of similar or related experience.

Interpersonal Skills : A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work may involve motivating or influencing others.

Ability to work with outside contacts is important and fostering sound relationships with other entities (companies and / or individuals) is necessary.

Other Skills : Proficient in Word and excel preferred. Ability to initiate and effectively work with and anticipate the needs of a diverse customer base.

EOE M / F / D / V

Last updated : 2024-04-03