Trust Officer
4 weeks ago
We are seeking a seasoned trust officer to provide investment management and trust administration services to high-net-worth clientele for gpac.
As a trust officer, you will be responsible for managing personal trust accounts and estates, developing customized solutions to assist clients in meeting their wealth management goals, and administering personal, estate, and charitable trust accounts.
Key Responsibilities:
- Manage personal trust accounts and estates
- Develop customized solutions to assist clients in meeting their wealth management goals
- Administer personal, estate, and charitable trust accounts
- Prepare detailed asset allocation recommendations and implement investment strategy
- Analyze trusts and provide creative solutions to help minimize taxes and transfer costs
Requirements:
- 5+ years of trust operations and investment portfolio management experience
- Strong aptitude for analyzing complex trust structures and tax implications
- Proficiency with financial planning and portfolio modeling software
gpac is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
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Trust Officer
1 month ago
Allentown, Pennsylvania, United States Gpac Full timeTrust Officer Job DescriptionWe are seeking an experienced Trust Officer to provide investment management and trust administration services to high-net-worth clientele.Key Responsibilities:Administer personal, estate, and charitable trust accountsAct as fiduciary to make and implement investment decisions per the terms of trustsPrepare detailed asset...
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Account Manager
4 weeks ago
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Highway Design Project Engineer
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Tremco Sales Professional
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Investor Relations Director
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Medical Assistant
1 month ago
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Regional FSQ Manager
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Software Developer
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Security Officer
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Estate Trust and Tax Legal Assistant
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Technology Services Specialist
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Patient Support Specialist
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Dental Hygienist- Independent Practice
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Sr. Credit and Collections Representative
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Director of Healthcare Services
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Regional FSQ Manager
2 months ago
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Dental Hygienist
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Director of Healthcare Services
3 weeks ago
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Director of Healthcare Services
2 weeks ago
Allentown, United States Interim HealthCare Full timeDirector of Healthcare Services / Registered Nurse (RN) in Allentown, PAEmbark on a career path that allows you to direct caregivers in a way that raises the caliber of home-based care. As the Director of Healthcare Services/RN for Interim HealthCare®, you’ll play a key role in the quality, compliance and satisfaction of the services we provide.Pioneers...
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Financial Services Professional
3 weeks ago
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Program Manager, Senior Living Communities
1 week ago
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Financial Services Professional
6 months ago
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Technical Sales Representative
2 months ago
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Production Supervisor
2 months ago
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Materials Manager
2 months ago
Allentown, United States SunOpta Full timeSunOpta Overview:SunOpta (Nasdaq:STKL) (TSX:SOY) is an innovative and sustainable manufacturer fueling the future of food. With roots tracing back over 50 years, SunOpta drives growth for today's leading brands by serving as a trusted innovation partner and value-added manufacturer, crafting organic, plant-based beverages, fruit snacks, nutritional...
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Production Manager
2 months ago
Allentown, United States SunOpta Full timeSunOpta Overview:SunOpta (Nasdaq:STKL) (TSX:SOY) is an innovative and sustainable manufacturer fueling the future of food. With roots tracing back over 50 years, SunOpta drives growth for today's leading brands by serving as a trusted innovation partner and value-added manufacturer, crafting organic, plant-based beverages, fruit snacks, nutritional...
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Production Manager
3 weeks ago
Allentown, United States Hiring Now! Full timeSunOpta Overview:SunOpta (Nasdaq:STKL) (TSX:SOY) is an innovative and sustainable manufacturer fueling the future of food. With roots tracing back over 50 years, SunOpta drives growth for today's leading brands by serving as a trusted innovation partner and value-added manufacturer, crafting organic, plant-based beverages, fruit snacks, nutritional...