Senior Trust Investment Professional
24 hours ago
GPAC is an award-winning search firm with a strong presence in the United States, specializing in placing quality professionals across multiple industries since 1990. Our mission is to deliver exceptional results and build long-lasting relationships with our clients.
The role of Senior Trust Investment Professional is available at GPAC, offering an excellent compensation package and benefits. The ideal candidate will have 10 years of experience in trust administration and hold relevant certifications such as CTFA, CFP, or CFA. Strong communication skills are essential for this role, which involves relationship-building with advisors, clients, and attorneys.
Key Responsibilities:
- Servicing trust accounts, including ongoing reviews, discretionary distributions, and relationship-building activities.
- Accountable for servicing and retention of existing accounts, ensuring timely and accurate estate settlement.
- Supervising new account establishment and funding, working closely with internal teams, attorneys, and accountants.
- Assisting in researching legal issues, interpreting governing documents, and coordinating distribution to beneficiaries.
This opportunity includes a competitive salary range of $120,000 - $180,000 per year, based on experience, as well as a bonus incentive program. We pride ourselves on retaining employees and offer a supportive work environment that fosters growth and development.
We welcome all qualified applicants to apply for this exciting opportunity. As an equal opportunities employer, we consider candidates without regard to their background, age, color, sex, religion, national origin, disability, sexual orientation, or any other protected status.
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