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:
...Urology Austin patients as they seek treatment at our Practice, whether as a new patient, returning patient or a patient being scheduled for surgery and/or a procedure. This must be done with the utmost care and accuracy when entering demographic and insurance information...
...POSTAL CLERK NO EXPERIENCE REQUIRED PAID TRAINING PROVIDED JOB SECURITY The Postal Service is the largest government related agency in terms of employees.The Postal Service currently employs nearly 1 million people and is hiring nationwide.There...
...Key Responsibilities Data Input: Enter data from various sources into databases and ensure... ...as needed. Collaboration: Work with other team members to collect and manage... ...accuracy and detail to minimize errors in data entry. Computer Proficiency: Familiarity with...
...About the Role We are seeking a detail-oriented Research Programs Specialist to support research funding, investigator support, and research... ...Maintain submission trackers and reporting databases Assist with grant review preparation, including reviewer materials...
...Overview Berkot's Super Foods is seeking a reliable and skilled Truck Driver to join our transportation team. With 20 locations serving Chicago's Southland, Indiana, and Wisconsin, we're looking for CDL drivers to keep our stores fresh and fully stocked through the...