What are the responsibilities and job description for the Trust Officer position at FIRST NATIONAL BANK & TRUST?
The Trust Officer position would be responsible for both account administration and investments in clients’ portfolio. The officer would be required to meet with current clients as well contacting potential clients for the Asset and Investment Management. This position requires basic knowledge of investments, trusts, IRA’s, retirement planning, and estate planning. The trust officer position also requires understanding and calculations of RMD (required minimum distributions) of IRA accounts.