10 Jobs in Wake Forest, NC
gpac is Hiring a Trust Officer Near Wake Forest, NC
Reference: B9GPWMTO,5/16/2024-2
We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.
Responsibilities
- Administer various types of trusts and estates
- Provide clients clear explanations and guidance on trust accounts and estate planning strategies
- Review and interpret trust agreements and wills
- Determine trust beneficiaries and distributions; execute investment and payout decisions
- Manage communications with beneficiaries, executors, attorneys and other related parties
- Work closely with investment advisors on developing and implementing investment plans
- Stay current on trust, tax, and probate laws and regulation
Requirements
- Bachelor’s degree in Finance, Accounting or related field; JD degree a plus
- At least 5 years of experience in trust or estate administration
- In-depth knowledge of fiduciary and trust activities
- Strong analytical thinker with excellent communication skills
- CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred
As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services. Qualified professionals should apply directly for consideration or email resume to bryson.griffith@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Job Summary
Full Time
Business Services
$62k-79k (estimate)
05/19/2024
08/14/2024
gogpac.com
SIOUX FALLS, SD
50 - 100
1990
ALYSSA HERMAN
$10M - $50M
Business Services
Related Companies
About gpac
Growing people and companies since 1990 with a blend of art and science. Our business and expertise are the recruitment and development of top talent. Building the right people, for the right companies, right now! We have the expertise, track record, and confidence to work on nearly any project, any time, anywhere. Our team, with collective experience of over 250 years, is passionate about what we do and 100% dedicated to being the best. We are committed to providing an unequaled standard of excellence to the clients and candidates we serve. We are extremely competitive, client focused, and re ...
alize that our value is in our ability to deliver the right solutions at the right time. We understand that candidates must be proven players that fit the philosophy, goals, and culture of your organization. Throughout our over 28 years of service nationally, we have built strong relationships with thousands of people by listening, understanding, and delivering. This has allowed us to become recognized as a leader within the staffing world!
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The job skills required for Trust Officer include Accounting, Wealth Management, Estate Planning, Communication Skills, 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.
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