Trust Officer
Trust Officer:
This is a fantastic opportunity for candidates who are experienced in trust administration and want to work for a family-friendly and supportive environment in banking enironment.
As a Trust Officer, you will be responsible for managing trust accounts and ensuring compliance with legal requirements. You will work closely with clients to understand their financial goals and develop personalized investment strategies to achieve them.
Essential Job Functions:
- Manage trust accounts and ensure compliance with legal requirements
- Develop personalized investment strategies for clients
- Communicate with clients to understand their financial goals
- Implement and execute investment plans in accordance with clients' goals
- Oversee the distribution of trust assets and assess the need for changes in investment strategies
Skills:
- 5 years of experience in trust administration
- JD or CTFA preferred
- Bachelor's degree in finance or related field
- Excellent communication skills
- Detail-oriented and analytical mindset
This position offers a generous compensation package, a great work / life schedule and benefits such as dental insurance, health insurance, paid time off, and vision insurance. At this company, they value family-friendly work environments and supportive cultures.
I partner with institutions all overLouisiana and Mississippi, and work with other GPAC recruiters in the U.S. to place qualified candidates with strong companies. To be considered for this position and others, please apply with a resume.
With any more questions or inquiries, email Wendy Hicks at wendy.hicks@gogpac.com.
Wendy Hicks
605-403-5157
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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