Trust Officer

Trust Officer

This role is for a finance professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications:

• Bachelor’s degree or equivalent.
• JD and/or Masters degree
• 5-7 years of relevant trust administration experience.
• Strong team mate who enjoys collaboration with internal partners
• CTFA, CFP, CFA, CES, or equivalent
• Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels

Trust Officer Responsibilities:

• Responsible for trust account servicing, includ...