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VP, Trust Officer

120,000 – 125,000 yearly

NPAworldwide Recruitment Network

Last Updated: 5/25/23

Job Description

Job description:

As VP, Trust Officer, your will responsibilities include:
Managing relationships with high-profile clients
Handling accounts exceeding $1 million AUM
Managing revocable, irrevocable, IRAs, and investment management accounts
Overseeing estate administration and settlement
Generating sales by engaging with the community
Reviewing investments with customers.

Qualifications:

As VP, Trust Officer, your experience will include the following:
? A minimum of five years of trust relationship management experience
? In-depth knowledge of trust documents and administration
? Knowledge and understanding of investments.
? Developing strong customer relationships
? Communicating complex ideas to customers
? Bachelors degree required. CTFA designation preferred.

Why is This a Great Opportunity:

Join a reputable company with abundant opportunities for career growth. Our client is a well-established organization that offers a chance to work alongside experienced trust officers to help you advance in your career.

Abilene is home to three universities. It is the commercial, retail, medical, and transportation for a 19-county area known as the Texas Midwest. Though the MSA is 170,000, the community still has a hometown feel.

Salary Type : Annual Salary

Salary Min : 120000

Salary Max : 125000

Currency Type : US Dollars



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...