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Personal Trust Officer

NPAworldwide Recruitment Network

Last Updated: 9/24/22

Job Description

Job description:

Due to company growth, established Trust Company based in Delaware seeks Trust Officer to work with team members and clients in the administration and management of personal trust accounts.

  • Ensure administration of personal trust accounts and serve as in-house resource on trust administration
  • Provide personalized high-touch service to clients
  • Liaise with colleagues to deepen client relationships and develop new business
  • Partner with Financial Advisors and Investment Officers to define goals, establish asset allocation, and approve trust-related portfolio changes

Qualifications:

Requires BA and3+ years' personal trust administration experience; CTFA a plus

Why is This a Great Opportunity:

~ Relocation assistance available ~



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...