Jobs


Personal Trust Officer

Twitter Facebook
Location
Northeast, OK
Job Type
Direct Hire
Degree
Bachelor
Date
Dec 28, 2018
Job ID
2647672
Our client, one of Forbes "Best Places to Work" seeks to hire a Personal Trust Officer.  There is tremendous opportunity for growth to senior level officer.  You can be part of a growing organization with a stable history of client service and employee recognition. 
 
Duties:   
As Trust Officer, your duties will include: 
  • Administer between 100 and 120 accounts
  • Average account size is $1 million.
  • Accounts are 1/3 IRA’s, 1/3 agency’s, 1/3 personal trusts
  • Assist with new business
Qualifications: 
As Personal Trust Officer, you will have:
  • In-depth knowledge of trust administration 
  • Experience interpreting trust documents
  • Knowledge of IRA’s and distribution rules
  • Strong customer relationship skills
  • Team player
  • Bachelor’s degree required
  • CTFA or be willing to obtain
  • CFP is a plus but not required

Compensation:  Base Salary, DOE, plus incentive on new business

Keywords:  Trust, Wealth Management, Fiduciary