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Job Title: Trust Officer
Reports To: Managing Director, Trust Administration
Direct Reports: N/A
Salary Grade: 12
SUMMARY
Trust Officer is responsible for managing and administering trust accounts, ensuring compliance with legal and company requirements, and meeting the requirements of the trust instruments. This position will establish and maintain relationships with clients and beneficiaries, providing expert guidance on trust and estate matters. Additionally, this position supports Private Bankers and Portfolio Managers on all Investment Management & Trust sales opportunities and client relationship review meetings.
EDUCATION AND EXPERIENCE REQUIREMENTS
JOB FUNCTIONS
SUPERVISORY RESPONSIBILITY
N/A
WORK ENVIRONMENT
UC Branch Office: Greenville, SC and Orlando, FL
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 25% travel.
OTHER
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Full Time
$52k-69k (estimate)
04/18/2024
07/10/2024
unitedcommunitybank.com
LAKE PARK, IA
25 - 50
1931
KRISTY MILLS
$10M - $50M
United Community Bank with locations in Milford, Okoboji, Hartley, Ocheyedan and Lake Park, Iowa offers full service banking to the communities they serve.
The job skills required for Trust Officer include Client Relationship, Investment Management, Written Communication, Tax Laws, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust Officer. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust Officer. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust Officer positions, which can be used as a reference in future career path planning. As a Trust Officer, it can be promoted into senior positions as a Trust Officer II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust Officer. You can explore the career advancement for a Trust Officer below and select your interested title to get hiring information.