What are the responsibilities and job description for the Trust Officer position at Career 1 Source?
Job Description
Trust Officer
Are you a driven professional with a keen understanding of investment management and financial planning? We are seeking a dynamic Trust Officer to join our Trust Department. This role offers an exciting opportunity to manage client portfolios, engage with clients, and contribute to their financial well-being. If you have a passion for finance and a commitment to excellence, we invite you to apply.
What's in it for you :
Career Growth : Opportunities for professional development and career advancement.
Competitive Compensation : Attractive salary and benefits package.
Work-Life Balance : Flexible work arrangements to support a healthy work-life balance.
Collaborative Environment : A supportive team culture that fosters teamwork.
This role will be responsible for :
Account Administration : Managing and administering client accounts, ensuring compliance with policies and regulations.
Investment Management : Overseeing investment strategies and making informed decisions to maximize client portfolios.
Client Engagement : Meeting with current and potential clients to provide exceptional service and expand client relationships.
Financial Planning : Advising clients on retirement and estate planning, including required minimum distributions (RMDs).
Expectations will include :
Client Communication : Maintaining regular and clear communication with clients to address their needs and concerns.
Market Analysis : Conducting financial market reviews and staying updated on market trends.
Administrative Tasks : Preparing trade memos and attending trust officer and committee meetings.
New Business Development : Proactively contacting trust referrals and new potential clients to grow the business.
A qualified candidate will possess the following :
Educational Background : Bachelor's degree in business, business administration, accounting, or finance.
Professional Skills : Exceptional time management, communication, and customer service skills.
Technical Proficiency : Basic knowledge of financial markets and investment processes, as well as strong math and computer skills.
Personal Attributes : High level of accountability, efficiency, accuracy, professional appearance, and courteous manner.
Interpersonal Skills : Excellent leadership and interpersonal skills, with the ability to build and maintain strong relationships with clients and stakeholders.
Mobility : Ability to travel for business as required, with a valid driver's license.
Sales Skills : Strong sales skills are an advantage.
Compensation : Willing to compete
Benefits : Yes
Desired Location : North Central Kansas
Career 1 Source has been focused on Executive Level recruiting since 2008, our network runs deep.
Candidates must be eligible to work in the US as well as meet the qualifications listed above in order to be considered for the Trust Officer job.
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