Trust Officer

3 weeks ago

Morganton, United States gpac Full time

Job Description We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans. Responsibilities - Administer various types of trusts and estates - Provide clients clear explanations and guidance on trust accounts and estate planning strategies - Review and interpret trust agreements and wills - Determine trust beneficiaries and distributions; execute investment and payout decisions - Manage communications with beneficiaries, executors, attorneys and other related parties - Work closely with investment advisors on developing and implementing investment plans - Stay current on trust, tax, and probate laws and regulation Requirements - Bachelor's degree in Finance, Accounting or related field; JD degree a plus - At least 5 years of experience in trust or estate administration - In-depth knowledge of fiduciary and trust activities - Strong analytical thinker with excellent communication skills - CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services. Qualified professionals should apply directly for consideration or email resume to bryson.griffith@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.

  • Patient Support Specialist

    2 months ago

    Morganton, United States EmergeOrtho Full time

    Description EmergeOrtho is committed to being the trusted leader in innovative, quality-focused comprehensive musculoskeletal care. With offices across North Carolina, the Patient Support Specialist greets and assists all patients and other visitors who arrive to EmergeOrtho. The specialist checks in patients for appointment by confirming the appointment...

  • Associate Team Leader

    1 month ago

    Morganton, United States H&R Block Full time

    Job Description: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to continuously improve our...

  • Physical Therapy Technician

    1 week ago

    Morganton, United States EmergeOrtho Full time

    EmergeOrtho is committed to being the trusted leader in innovative, quality-focused comprehensive musculoskeletal care. With offices across North Carolina, the Physical Therapy Technician supports both the Physical Therapist and their Assistant in planning and implementing patient care. The Technician is responsible for administering physical therapy...

  • CNA - Homecare

    1 month ago

    Morganton, United States Maxim Healthcare Full time

    Day or Evening Shifts Weekends Not Required Full Time, Part Time, or PRN Flexible Schedules Maxim Healthcare is looking to hire a Certified Nursing Assistant (CNA) to provide assistance to patients with daily living tasks, under the supervision of a registered nurse. Often, patients realize that their illness restricts activity in their daily lives,...

  • CNA - Homecare

    4 weeks ago

    Morganton, United States Maxim Healthcare Full time

    Day or Evening Shifts Weekends Not Required Full Time, Part Time, or PRN Flexible Schedules Maxim Healthcare is looking to hire a Certified Nursing Assistant (CNA) to provide assistance to patients with daily living tasks, under the supervision of a registered nurse. Often, patients realize that their illness restricts activity in their daily lives,...

  • HR Representative

    1 week ago

    Morganton, United States Packaging Corporation of America Full time

    As a Fortune 500 company , Packaging Corporation of America (PCA) is an ideas and solutions company. Our corrugated packaging business seeks to be the leader in helping our customers — large and small — package, transport and display products of all kinds. Our white paper business delivers Paper With Purpose by providing the highest level of...

  • HR Representative

    1 month ago

    Morganton, United States Packaging Corporation of America Full time

    HR Representative - Multi Site (North Carolina)Farmville, NC 27828, USA * Morganton, NC 28655, USA * Salisbury, NC, USA * Trinity, NC, USA Req #19967Friday, April 26, 2024As a Fortune 500 company, Packaging Corporation of America (PCA) is an ideas and solutions company. Our corrugated packaging business seeks to be the leader in helping our customers - large...