What are the responsibilities and job description for the Trust Officer position at NPAworldwide?
Job Description
Position Overview:
The Trust Officer will build and maintain client relationships. This position requires a deep understanding of trust accounts and investments, including oil and gas, agricultural, standard trust accounts, and retirement plan accounts.
Key Responsibilities
Maintain and grow a personal book of business.
Actively engage in the community to network and expand the trust department.
Qualifications
Qualifications:
In-depth knowledge of trust law and compliance.
Understanding of investments.
Proven experience in management and leadership.
Familiarity with employee benefit trusts.
Bachelor's degree required. JD and certifications (CTFA, CFP, CFA) are a plus.
Why Is This a Great Opportunity
There are two open positions. One is a replacement for someone who was promoted to Trust Manager. The other is due to growth.
Our client is committed to delivering exceptional customer service and recognizes that their employees are the key to their success. Leadership fosters an environment where staff learn from one another, take initiative, and thrive in their roles. Regular staff meetings and fun events throughout the year strengthen this close-knit team. Employees are also encouraged to participate in social and community activities, including a big Christmas party and several events for customers and employees alike.
This is an excellent opportunity for an experienced trust professional looking to work in a supportive and engaging work environment.
Position Overview:
The Trust Officer will build and maintain client relationships. This position requires a deep understanding of trust accounts and investments, including oil and gas, agricultural, standard trust accounts, and retirement plan accounts.
Key Responsibilities
Maintain and grow a personal book of business.
Actively engage in the community to network and expand the trust department.
Qualifications
Qualifications:
In-depth knowledge of trust law and compliance.
Understanding of investments.
Proven experience in management and leadership.
Familiarity with employee benefit trusts.
Bachelor's degree required. JD and certifications (CTFA, CFP, CFA) are a plus.
Why Is This a Great Opportunity
There are two open positions. One is a replacement for someone who was promoted to Trust Manager. The other is due to growth.
Our client is committed to delivering exceptional customer service and recognizes that their employees are the key to their success. Leadership fosters an environment where staff learn from one another, take initiative, and thrive in their roles. Regular staff meetings and fun events throughout the year strengthen this close-knit team. Employees are also encouraged to participate in social and community activities, including a big Christmas party and several events for customers and employees alike.
This is an excellent opportunity for an experienced trust professional looking to work in a supportive and engaging work environment.
