Job Description
Summary:
Our award-winning client is seeking a VP - Trust Officer to join their team.
Responsibilities:
- Manage from 150 to 200 accounts.
- Manage revocable, irrevocable, IRAs, and investment management accounts. They will also be responsible for estate administration and estate settlement.
- VP works with higher profile clients, more complex accounts, and accounts larger than $1 million.
- The sales goal is larger than AVP but still not a hard sales goal.
- They will generate sales by being out in the community.
Required Qualifications:
- 5+ years of experience with trust administration.
- Knowledgeable in investments.
- Bachelors’ degree in finance or accounting.
- CFP, CTFA, JD a plus.
Job Tags
Permanent employment, Full time,