Found Description
Trust Officer
A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.
Trust Officer Qualifications:
- Bachelor’s degree or equivalent
- JD and/or Masters degree
- 5-7 years of relevant trust administration experience
- Strong teammate who enjoys collaboration with internal partners
- CTFA, CFP, CFA, CES, or equivalent
- Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels
Trust Officer Responsibilities:
- Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching leg...