What are the responsibilities and job description for the Senior Trust Officer position at Westport One?
Senior Trust Officer
Our client is looking for a Senior Trust Officer. This position will report to the Director of the Trust Group. They have an office consisting of about 15 employees that is continuing to grow!
The qualities needed to be successful with this firm are growth-orientatation, open/honest/vulnerability, adaptive to change, & can-do attitude. They require at least 5 or more years of experience within a trust administrative roll that has administered trusts and served as the trustee. You'll work with primarily Irrevocable Trusts along with some ILits, Personal Trusts, and other types that deal with generational skipping.
They've experienced continued growth and want someone with a CTFA or someone with their JD level of education for this position. If you are flexible and adaptable that can multi-task, then this great opportunity is for you. This position could lead to a leadership role. They need someone well polished that can take clients and manage those relationships. This is a salaried position plus bonus along with other great benefits. They pay for 100% of the employee medical benefits, and offer dental and vision.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/SrtrustofficerSD in the subject line.
- NO CALLS PLEASE