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(Archived) Sr, Trust Officer

Last Updated: 9/26/22

Job Description

Job description:

As a trusted fiduciary to high-net-worth clients, your role as a trust officer will entail:

  • The priority is always ensuring client satisfaction through careful attention to detail, problem-solving, and a commitment to excellent service.
  • Manage an existing book of relationships and work to increase wallet share by resolving issues and providing quality service.
  • Establish regularly scheduled meetings with customers
  • Work closely with the tax, investment, and operations departments
  • Establish external relationships in order to stay abreast of regulations and new trust services.
  • Maintain professional designations and education.
Qualifications:

As a trusted fiduciary to high-net-worth clients, your experience will include:

  • A minimum of five years of experience as a trust officer working with high-net-worth clients
  • Be able to sell additional services to existing clients.
  • Bachelors degree
  • CTFA and/or CFP or equivalent training and experience a plus
  • Completion of American Banker Association of Personal Trust Curriculum Levels 1, 2, and 3 or the equivalent experience or education
  • Masters degree a plus
Why is This a Great Opportunity:

Wealth management is a dynamic and rapidly growing industry, and this is your chance to join a leading wealth management group. They have had record earnings and are looking for someone to serve their high-net-worth clients. You will work on a team with a Wealth Advisor, Investment Officer, and Wealth Strategist. The team will provide comprehensive wealth management services to clients, including investment advice, financial planning, estate planning, and tax planning. This is an excellent opportunity to build your wealth management career. If you are interested in this opportunity, please submit your resume today.

Company Details

Grand Rapids, Michigan, United States
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