VP, Trust Officer
120,000 – 125,000 • yearly
NPAworldwide Recruitment Network
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.
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