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Trust Officer/Investment Manager

2 months ago

North Berwick, Maine, United States GreenState Credit Union Full time
About the Role

We are seeking a highly skilled and experienced Trust Officer/Investment Manager to join our team at GreenState Credit Union. As a key member of our Wealth Management department, you will be responsible for creating and administering investment management accounts, trusts, conservatorships, estates, financial plans, and other approved products/services.

Key Responsibilities
  1. Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial goals and objectives, and provide tailored investment solutions to meet their needs.
  2. Investment Management: Manage a portfolio of investment management accounts, trusts, and other financial products, ensuring that they are aligned with client goals and objectives.
  3. Financial Planning: Provide comprehensive financial planning services to clients, including financial analysis, asset allocation, and investment recommendations.
  4. Business Development: Identify new business opportunities and develop strategies to grow our Wealth Management business.
  5. Team Collaboration: Work closely with other members of the Wealth Management team to ensure seamless delivery of services to clients.
Requirements
  1. Education: Bachelor's degree, plus seven years related experience, training, or equivalent combination of education and experience.
  2. Professional Designations: JD, CPA, or CFA designation preferred.
  3. Communication Skills: Excellent communication and interpersonal skills, with the ability to effectively present information to clients and colleagues.
  4. Technical Skills: Proficient in Microsoft Office, Excel, and other PC-based software applications.
About Us

GreenState Credit Union is a leading financial institution dedicated to providing exceptional service and value to our members. We are committed to creating a positive and inclusive work environment that supports the growth and development of our employees.