Senior Trust Officer
One of our clients is looking for a Senior Trust Officer. This position will report to the leader of the Wealth Management Division. This team of 14 is surrounded by other trust officers, support staff, portfolio managers, and business development. They are supported and partnered up with an excellent and proven retail lending team.
They require at least 5 or more years of experience within a trust administrative roll that has administered trusts, managed relationships(client facing), and knowledge of investment management accounts. You'll work with Irrevocable Trusts, Revocable Trusts, ILits, some SNTs, estate settlements, non-profits, and Endowments. They've continued to grow and have an upcoming retirement and are in the succession planning stage. If you are passionate about client service, knowledgeable and experienced with trust and investment management accounts, compliant, work well with others including lenders, who loves the sense of what a community provides and offers, then this great opportunity is for you. If you currently don't live in the community, they will relocate for this exciting opportunity. This position could lead to a leadership role.
They want an experienced trust officer(open to discussing with estate planning attorneys experienced with trusts) who is great managing client relationships, gets involved in the community, who presents well to others including clients, boards, foundations, and non-profits. This is a salaried position plus bonus along with other great benefits. They pay for 100% of the employee medical benefits, and offer dental and vision.
To learn more about our organization please visit us at
To apply for this position, submit your resume by choosing one of the following:
...Pride Health is hiring a Full-Time Athletic Trainer to support our client, in Mauston, WI 53948 . This is a permanent direct-hire... ...Qualifications: Required: Bachelors degree in Athletic Training, Exercise Science, or Kinesiology. Minimum 1 year of relevant...
...________________________ Must Haves (Non-Negotiable Skills & Experience) Fluent in Google Analytics (creating and manipulating dashboards... ...reporting. Explore new datasets, test emerging KPIs, and help shape measurement frameworks as programs mature. c. Tracking...
...Job Description General Summary: At CarMax, all new managers complete a structured four-month training program to ensure they are prepared to succeed in their new role. The Front-Line Manager in Training is a training and development program designed to give a...
...proper maintenance practices, inventory, etc.). Ability to drive and operate Mobile Innovation Labs (38 Recreational RV and 24 Box Truck). Logistical and onsite lead of all Shoe Repair related activations and events i.e. (clinics, Open Houses, etc.). Log all...
Company Description Powertech Specialists, Inc. is a leader in quality construction, specializing in serving premier builders and developers across Florida. With a strong network of repeat clients, we manage over 100 ongoing projects in Martin, Palm Beach, Broward, Miami...