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:
...responsible for troubleshooting application or device problems. Responsibilities ~75% - Answers inbound phone calls and emails during an assigned shift in a 7x24x365 global Help Desk. Provides technical assistance and problem resolution for employees requesting help...
...Community Outreach Liaison (Behavioral Health/Business Development) Levittown, PA 19056 Overview Level Experienced Position... ..., facility administration, clinical leadership, admitting physicians and utilization review coordinators. # Builds a strategic regional...
...opportunities to grow into higher level roles i n the organization! Role Description This is a full-time ON-SITE ONLY role for an Administrative Assistant to the leadership team, with additional role supporting other departments and team members as assigned. Duties...
...Responsibilities: Conducting Phase I Environmental Site Assessments and Phase II Investigations following ASTM Standards Multi... ...Requirements ~ Bachelor's Degree in Engineering, Environmental Science, Geology or related field required ~ Minimum of 4 years of...
...Keystone is seeking a professional and customer-focused Leasing Consultant to join our property management team. This role is ideal for someone who enjoys working with people, managing leases, and helping residents find the right home. This position is located at our...