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:
...of loans secured by Personal Property and/or Real Estate. The Appraiser becomes an expert in their assigned marketplace(s) and... ...customers, the team, and individual work performance. This will be reviewed based onmanagerdiscretion. Compensation and Benefits: ~...
...Position- MECM Consultant Location- Austin, TX 78758Scottsdale, AZ 85258Omaha, NE 68154Chicago, IL 60654 5. San Jose, CA 95131 Onsite Role 5 Days / week based out of Customer Office. Order of Preference: Job descriptions: Required Skills & Experience:...
...leadership potential to join our growing team! Were passionate about developing talent from within every team member starts at the entry level, learning the fundamentals of marketing, sales, and team leadership before advancing into management roles. As a Sales &...
...attend local events, expos, and sponsorships to increase community engagement. Collaborate with our ad agency for alignment on creative direction and lead generation goals. Help craft offers, website copy, and marketing materials that drive more qualified leads....
...Hiring for Multiple Roles: Foreman, Project Manager, Installers & Helpers Indianapolis Metro Area (Within 60 miles of Indianapolis) Full-Time 40 hrs/week (MonFri) 48 Week Project Strict OSHA & PPE Compliance Required About Sheer Elegance Draperies, Blinds...