Jobs


Junior Personal Wealth / Fiduciary Officer

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Location
Tulsa, OK
Job Type
Direct Hire
Degree
Bachelor
Date
Sep 26, 2018
Job ID
2616136
Our client, named one of Forbes best places to work is growing both organically and through acquisitions.   
They are looking for a customer oriented Junior Personal Wealth / Fiduciary Officer to grow with them.  They offer a base salary and incentive on new business.   
 
Duties:   
  • As Junior Personal Wealth / Fiduciary Officer, you will: 
  • Administer a small book of accounts
  • Assist Trust Officers with client service
  • Grow existing book of accounts
Qualifications: 
The successful Junior Personal Wealth / Fiduciary Officer candidate, will: 
  • Have two years’ experience in trust
  • Be customer focused
  • Have good communication skills
  • Experience working with high net worth individuals ($1 million in investable assets.)
  • Bachelor's degree required
Compensation:  DOE

Keywords:  Trust, Wealth Management