Trust Portfolio Administration Officer III Jobs

The Trust Portfolio Administration Officer III facilitates internal service coordination to resolve issues and respond to client requests. Administers a portfolio of complex and large trust accounts and develops business relationships with client. Being a Trust Portfolio Administration Officer III generates new business with existing clients. Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues. In addition, Trust Portfolio Administration Officer III provides consultation on financial and wealth management matters. Typically requires a bachelo ... r's degree. Typically reports to a manager or head of a unit/department. Being a Trust Portfolio Administration Officer III contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Working as a Trust Portfolio Administration Officer III typically requires 4 to 7 years of related experience. More
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