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Trust Advisor

4 months ago

Houston, United States gpac Full time

We are seeking an experienced trust officer to provide investment management and trust administration services to high-net-worth clientele.  As a trust officer, you will be responsible for managing personal trust accounts and estates as well as developing customized solutions to assist clients in meeting their wealth management goals.

Responsibilities:

  • Administer personal, estate, and charitable trust accounts
  • Act as fiduciary to make and implement investment decisions per the terms of trusts
  • Prepare detailed asset allocation recommendations and implement investment strategy
  • Analyze trusts and provide creative solutions to help minimize taxes and transfer costs
  • Communicate regularly with grantors, beneficiaries, attorneys, CPAs, and brokers 
  • Ensure compliance with all state and federal laws/regulations related to trust administration

Requirements: 

  • 5 years of trust operations and investment portfolio management experience
  • CFP or CTFA designation preferred
  • Series 65 license required
  • Excellent client service orientation and communication skills 
  • Strong aptitude for analyzing complex trust structures and tax implications
  • Proficiency with financial planning and portfolio modeling software

As a trust officer, you will serve as a knowledgeable resource for high-net-worth clients in managing substantial, sophisticated investment portfolios and administering personalized trust solutions. This is an opportunity to play a key role in providing the highest level of trust services and customized wealth management. All qualified professionals will be contacted, simply apply directly or email resume to

tamara.thomas@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.