VP - Trust Officer (Abilene, TX Onsite) Job at Provision People, Abilene, TX

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  • Provision People
  • Abilene, TX

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: 

  1. 5+ years of experience with trust administration.
  2. Knowledgeable in investments.
  3. Bachelors’ degree in finance or accounting.
  4. CFP, CTFA, JD a plus.

Job Tags

Permanent employment, Full time,

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