Senior Trust Officer
4 weeks ago
Senior Trust Officer
At Westport One, we're seeking a seasoned fiduciary professional to join our team as a Senior Trust Officer. This role requires a strong understanding of trust administration, client relationship management, and a collaborative approach to delivering exceptional service.
Key Responsibilities:
- Administer trusts and manage client relationships with a high level of professionalism and discretion.
- Collaborate with internal teams to provide comprehensive services to clients.
- Develop and maintain strong relationships with clients, understanding their unique needs and goals.
- Stay up-to-date with industry developments and best practices in trust administration and client service.
Requirements:
- JD or relevant industry designations (CTFA, CFP, ATFA, CIMA, AIF, etc.).
- Strong communication and interpersonal skills, with the ability to work effectively with clients and internal teams.
- Proven track record of delivering exceptional client service and building strong relationships.
- Ability to work in a fast-paced environment and adapt to changing priorities.
What We Offer:
- A competitive salary and bonus structure.
- A comprehensive benefits package, including education assistance and professional development opportunities.
- A dynamic and supportive work environment, with opportunities for growth and advancement.
To learn more about this opportunity, please submit your resume and a cover letter outlining your experience and qualifications. We look forward to hearing from you
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