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Trust Advisor
1 week ago
We are looking for a skilled trust officer to provide top-notch investment management and trust administration services to high-net-worth clients. As a trust officer, your main role will involve overseeing personal trust accounts and estates while devising tailored solutions to help clients achieve their wealth management objectives.
Job Description:
- Administering personal, estate, and charitable trust accounts
- Serving as a fiduciary to make and execute investment decisions in accordance with trust terms
- Creating detailed asset allocation recommendations and implementing investment strategies
- Analyzing trusts and offering innovative solutions to minimize taxes and transfer expenses
- Maintaining regular communication with grantors, beneficiaries, attorneys, CPAs, and brokers
- Ensuring compliance with all state and federal laws and regulations related to trust administration
Qualifications:
- Minimum 5 years of experience in trust operations and investment portfolio management
- Preference for CFP or CTFA designation
- Required Series 65 license
- Exceptional client service skills and strong communication abilities
- Proficiency in analyzing complex trust structures and tax implications
- Experience with financial planning and portfolio modeling software
As a trust officer, you will serve as a reliable resource for high-net-worth clients, handling significant, complex investment portfolios and administering personalized trust solutions. This role offers an excellent opportunity to contribute significantly to delivering top-level trust services and tailored wealth management. If you meet the qualifications, feel free to apply directly.
We are an equal opportunity employer and do not discriminate based on race, age, color, gender, religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other protected status under applicable laws and regulations.
GPAC (Growing People and Companies) is a renowned search firm with a track record of excellence in placing quality professionals across various industries in the United States since 1990. We pride ourselves on our competitiveness, client-centered approach, and our commitment to delivering precise solutions promptly.
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