Trust Administration Specialist
4 weeks ago
Job Summary
Award-winning search firm GPAC is seeking a skilled Trust Officer to join our team. As a key member of our team, you will be responsible for managing trust accounts and ensuring compliance with legal requirements.
Key Responsibilities
- Manage trust accounts and ensure compliance with legal requirements
- Develop personalized investment strategies for clients
- Communicate with clients to understand their financial goals
- Implement and execute investment plans in accordance with clients' goals
- Oversight the distribution of trust assets and assess the need for changes in investment strategies
Required Skills
- 5 years of experience in trust administration
- JD or CTFA preferred
- Bachelor's degree in finance or related field
- Excellent communication skills
- Detail-oriented and analytical mindset
What We Offer
We offer a generous compensation package, a flexible work schedule, and benefits such as dental and vision insurance, health insurance, and paid time off. If you are a motivated and detail-oriented individual who is passionate about trust administration, we encourage you to apply.
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