Jobs


Senior Trust/Fiduciary Officer

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Location
Houston, TX
Job Type
Direct Hire
Degree
Bachelor, Juris Doctorate
Date
Jul 28, 2018
Job ID
2614703
Our client, a great company with a great reputation seek to hire a Senior Trust/Fiduciary Officer.  For the last seven years, they have been in the top three ranking of Bank Director Magazine.  This is a very customer centric bank with low employee turnover.   They seek a Senior Trust/Fiduciary Officer to administer existing accounts and help close business from banker referrals and centers of influence. 

Duties:   
As Senior Trust/Fiduciary Officer you will
  • Administer a variety of accounts i.e. estates, investment management, special needs and foundations.
  • Work with bankers to meet with and close new wealth accounts
  • Inherit a smaller number of accounts, therefore room to grow  
  • Proactively mitigate risk
  • Be part of the professional community to grow your relationships

Qualifications: 
As Senior Trust/Fiduciary Officer, you will have:
  • Bachelor’s degree required; JD, CPA preferred 
  • Ten or more years of experience administering a variety of accounts i.e. estates, investment management, foundations, and estates.
  • Confident in communication, be able to build rapport
  • Knowledge of investments to explain performance and asset allocation.
  • Experience working with very knowledgeable high net worth individuals
  • Prefer local candidates; will consider candidates who have contacts in the Houston market

Compensation:  DOE

Keywords:  Trust, Wealth Management