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Trust Officer

3 months ago

Phillipsburg, New Jersey, United States First National Bank and Trust - Phillipsburg Full time
The Trust Officer position would be responsible for both account administration and investments in clients' portfolio.

The officer would be required to meet with current clients as well contacting potential clients for the Asset and Investment Management.

This position requires basic knowledge of investments, trusts, IRA's, retirement planning, and estate planning. The trust officer position also requires understanding and calculations of RMD (required minimum distributions) of IRA accounts.