Senior Trust Officer

4 weeks ago


SaintBauzilledePutois, Occitanie, United States Westport One Full time

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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