Job Description
If you have a passion for service and helping people, take a look at this Trust Officer position! This role requires a strong understanding of the probate process and the ability to coach clients on financial strategies. Fill out an application today if you are interested in learning more!
Responsibilities:
- Provide accounting administration and maintenance
- Foster and develop current and potential client relationships
- Manage and set up assigned accounts
- Identify and understand client’s needs and implement strategies
- Stay informed on industry developments
- Ensure active accounts meet compliance standards
Requirements:
- Bachelor’s degree in finance, business administration, or a related field
- 5+ years of relevant experience
- CTFA designation preferred
- Impressive communication and interpersonal skills
- Ability to handle multiple projects at once with time-sensitive deadlines
Work Model:
Interested and qualified candidates can contact Madison Kuhl at (319) 449-1200 or email Madison at mkuhl@thepalmergroup.com.
Ref: JOB-44789
Job Tags