Trust Administration Specialist
7 days ago
Job Summary: We are seeking a highly skilled Trust Officer to join our team at G-PAC. As a Trust Officer, you will be responsible for managing trust accounts and ensuring compliance with legal requirements. This is a fantastic opportunity for candidates who are experienced in trust administration and want to work for a family-friendly and supportive environment.
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
- Oversee the distribution of trust assets and assess the need for changes in investment strategies
Requirements:
- 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:
- Generous compensation package
- Flexible work schedule
- Dental and vision insurance
- Health insurance
- Paid time off
About G-PAC:
G-PAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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