Trust Officer

LocationWest Chester, OH 45069 (on-site) Overview The Fiduciary Officer is responsible for the efficient administration of trust accounts for the Bank's wealth management clients. This includes managing accounts where the Bank serves as trustee, executor, administrator, conservator, guardian, or agent. The officer provides expert advice on estate planning...

Required Skills & Experience- 5 years' experience of relevant fiduciary, personal trust or trust administration * maybe even a Paralegal that's done the estate planning - Proficient experience reading trust documents and understanding them - Great attention to detail and communication - BachelorsNice to Have Skills & Experience- CTFA (has to be willing to...

We are seeking a highly skilled Fiduciary Officer to join our team at First Financial Bancorp. In this role, you will be responsible for the efficient administration of Trust Accounts for our wealth management clients.Key Responsibilities:Manage Risk: Monitor and control risk in all aspects of trust and account administration.Customer Focus: Resolve problems...

Required Skills & Experience- 5 years' experience of relevant fiduciary, personal trust or trust administration * maybe even a Paralegal that's done the estate planning - Proficient experience reading trust documents and understanding them - Great attention to detail and communication - BachelorsNice to Have Skills & Experience- CTFA (has to be willing to...

The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client...

As a Senior Trust Officer at Kestra Financial, you will oversee account administration, ensuring client satisfaction and supporting business objectives.Develop and execute policies that impact client operations and the business unit or division.Work on complex issues requiring in-depth knowledge of organizational objectives and enterprise analysis.Perform...

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Are you a dedicated professional looking to be a vital asset to one of the largest banking/insurance institutions based here in the Cincinnati area? Don't miss your chance and apply now!What you will be doing as the Fiduciary Officer:Responsible for the efficient administration of Trust Accounts for Company wealth management clients where the Bank is acting...

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