Senior Trust Officer
5 days ago
We are seeking a highly skilled Senior Trust Officer to join our team at Westport One. This is a salaried position with bonus opportunities and excellent benefits, including 100% paid medical benefits, dental, and vision.
About the Role:
The Senior Trust Officer will report to the Director of the Trust Group and will be responsible for administering trusts and serving as a trustee. The ideal candidate will have at least 5 years of experience in a trust administrative role and a strong understanding of Irrevocable Trusts, ILits, Personal Trusts, and other types of trusts.
Key Responsibilities:
- Administer trusts and serve as a trustee
- Manage client relationships and provide exceptional customer service
- Work with a team of 15 employees to achieve growth and success
- Stay up-to-date with industry developments and best practices
Requirements:
- At least 5 years of experience in a trust administrative role
- Strong understanding of Irrevocable Trusts, ILits, Personal Trusts, and other types of trusts
- CTFA or JD level of education
- Excellent communication and interpersonal skills
What We Offer:
- Salaried position with bonus opportunities
- Excellent benefits, including 100% paid medical benefits, dental, and vision
- Opportunities for growth and advancement
How to Apply:
Submit your resume by clicking the "Apply Now" button on this page or by emailing it to us in Word format. Please refer to job reference code NB/SrtrustofficerSD in the subject line. No calls, please.
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