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Trust Officer

NPAworldwide Recruitment Network

Last Updated: 11/25/22

Job Description

Job description:

As Trust Officer, you will:

  • Customer service comes first
  • Administer a variety of personal trust accounts
  • Work in a team environment
  • Oversee new account set-up
  • Review third-party investment strategies when applicable
  • Document and oversee distributions from trusts

Qualifications:

As Trust Officer, you will have:

  • College degree required
  • Advanced degree or training a plus
  • CTFA is a plus
  • Experience administering a variety of trust accounts
  • Experience with Special Needs trusts is a plus.
Why is This a Great Opportunity:

If youre looking for an opportunity to sink your teeth into and grow with a company, our client might be the perfect fit. They are expanding rapidly and need a trust officer in their Atlanta office. You would be responsible for administering accounts and building positive relationships with key clients, internal consultants, and external advisors. Only local candidates will be considered. This is an excellent opportunity to get in on the ground floor of a growing company and make a real impact. If youre up for the challenge, wed love to hear from you.



Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...