Summary:

Our award-winning client is seeking an AVP - Trust Officer to join their team.

Responsibilities:

Assist in maintaining relationships for Trust accounts that result in highly satisfied clients. Assist with preparation and attend meetings with beneficiaries to establish investment objectives and risk tolerances.
Research and clearly and concisely summarize discussions & significant events and transactions with officers. Assist officers in addressing and resolving client concerns, problems or issues expeditiously. Maintain familiarity with trust provisions, family.
Collaborate with officers and potentially client’s attorneys and accountants to promote fiduciary services and assist in the construction of plans for clients financial needs.
Demonstrates an active approach to identifying and pursuing new Trust business opportunities with referrals.
Maintain a presence within local markets and communities through civic board involvement, as well as networking with like-minded professionals.
Contributes to the sales effort by sharing technical expertise and product knowledge and providing support to officers.
Ensures daily operations, service delivery, business expectations and execution of Trust related transactions are appropriately handled.

Required Qualifications:

Degree in Accounting or Finance - CFP, JD a plus.
Ability to read, understand, analyze, and interpret legal trust documents and wills.
Knowledge and understanding of investment principles and asset allocation strategies.
Personal presence, interpersonal skills, experience in developing strong client relationships, and a deep client service orientation.
Ability to present complex ideas and financial information in a simplified, easy-to-understand manner.
Possess strong, flexible interpersonal skills and ability to interact with clients at all levels so as to effectively address the needs of the client.
Excellent written skills, with ability to write business correspondence.
Must have a strong ability to organize and manage tasks, balance changing priorities to deliver the highest quality of trust services.

Permanent employment, Full time, Local area, Flexible hours,