Trust Officer
3 weeks ago
Are you a driven professional with a keen understanding of investment management and financial planning? We are seeking a dynamic Trust Officer to manage client portfolios, engage with clients, and contribute to their financial well-being. This role offers an exciting opportunity to work with a supportive team culture that fosters teamwork and collaboration.
Key Responsibilities:
- Account Administration: Managing and administering client accounts, ensuring compliance with policies and regulations.
- Investment Management: Overseeing investment strategies and making informed decisions to maximize client portfolios.
- Client Engagement: Meeting with current and potential clients to provide exceptional service and expand client relationships.
- Financial Planning: Advising clients on retirement and estate planning, including required minimum distributions (RMDs).
Requirements:
- Client Communication: Maintaining regular and clear communication with clients to address their needs and concerns.
- Market Analysis: Conducting financial market reviews and staying updated on market trends.
- Administrative Tasks: Preparing trade memos and attending trust officer and committee meetings.
- New Business Development: Proactively contacting trust referrals and new potential clients to grow the business.
Qualifications:
- Bachelor's degree in business, business administration, accounting, or finance.
- Exceptional time management, communication, and customer service skills.
- Basic knowledge of financial markets and investment processes, as well as strong math and computer skills.
- High level of accountability, efficiency, accuracy, professional appearance, and courteous manner.
- Excellent leadership and interpersonal skills, with the ability to build and maintain strong relationships with clients and stakeholders.
- Ability to travel for business as required, with a valid driver's license.
- Strong sales skills are an advantage.
Benefits:
Competitive compensation and benefits package, career growth opportunities, and a collaborative work environment.
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