Trust Officer

4 weeks ago


Allentown, Pennsylvania, United States gpac Full time

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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