What are the responsibilities and job description for the Vice President, Trust Officer position at BSA Services Corp.?
Job Summary
As a Vice President, you will play a key role in overseeing and managing various aspects of the organization's operations. You will be responsible for leading strategic initiatives, fostering growth, and ensuring financial stability.
Duties
- Utilize expertise in wills, trusts, and estate law to provide guidance on legal matters
- Manage accounts and conduct tax planning activities
- Conduct research to support decision-making processes
- Develop and implement estate planning strategies
- Coordinate with banking institutions for financial transactions
- Utilize accounting software for financial analysis and reporting
- Drive sales initiatives and oversee client relationship management
- Provide technical accounting expertise to ensure compliance with regulations
Requirements
- Proficiency in wills, trusts, and estate law
- Strong account management skills
- Knowledge of tax planning principles
- Experience in conducting research
- Familiarity with estate planning strategies
- Ability to collaborate with banking institutions
- Proficiency in using accounting software
- Strong sales acumen
- Excellent relationship management skills
- Technical accounting knowledge
Job Type: Full-time
Pay: $122,355.00 - $129,057.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
Experience:
- trust and estate administration: 5 years (Required)
Ability to Commute:
- Davenport, IA 52801 (Required)
Ability to Relocate:
- Davenport, IA 52801: Relocate before starting work (Required)
Work Location: Hybrid remote in Davenport, IA 52801
Salary : $122,355 - $129,057
