Job Description

Here at gpac we are working with a financial institution that is looking for a Trust Officer to join their team. This position is an exciting growth opportunity for someone ready to step into a leadership role.

Job Responsibilities:

- Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration

- Accountable for servicing and retention of existing accounts.

- Supervise and monitor new account establishment and funding

- Work internal trust team, attorneys, and accountants

Requirements:

- Bachelor's degree JD and/or Masters degree preferred

- 5+ years of relevant trust experience.

- CTFA, CFP, CFA, CES, or equivalent preferred

- Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels

- Business development experience

For additional information on this opportunity contact Josh Smith directly at 386-267-2039. Resumes may be confidentially sent to [email protected].

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.

Job Tags

Full time,

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