Trust Officer

What's in it for you:

• Career Growth: Opportunities for professional development and career advancement.
• Competitive Compensation: Attractive salary and benefits package.
• Work-Life Balance: Flexible work arrangements to support a healthy work-life balance.
• Collaborative Environment: A supportive team culture that fosters teamwork.

This role will be responsible for:

• Account Administration: Managing and administering client accounts, ensuring compliance with policies and regulations.
• Investment Management: Overseeing investment strategies and making informed decisions to maximize client portfolios.
• Client Engagement: Meeting with current and potential clients to provide exceptional service and expand client relationships.
• Financial Planning: Advising clients on retirement and estate planning, including required minimum distributions (RMDs).

Expectations will include:

• Client Communication: Maintaining regular and clear communication with clients to address their needs and concerns.
• Market Analysis: Conducting financial market reviews and staying updated on market trends.
• Administrative Tasks: Preparing trade memos and attending trust officer and committee meetings.
• New Business Development: Proactively contacting trust referrals and new potential clients to grow the business.

A qualified candidate will possess the following:

• Educational Background: Bachelor's degree in business, business administration, accounting, or finance.
• Professional Skills: Exceptional time management, communication, and customer service skills.
• Technical Proficiency: Basic knowledge of financial markets and investment processes, as well as strong math and computer skills.
• Personal Attributes: High level of accountability, efficiency, accuracy, professional appearance, and courteous manner.
• Interpersonal Skills: Excellent leadership and interpersonal skills, with the ability to build and maintain strong relationships with clients and stakeholders.
• Mobility: Ability to travel for business as required, with a valid driver's license.
• Sales Skills: Strong sales skills are an advantage.

Compensation: Willing to compete

Benefits: Yes