What are the responsibilities and job description for the Senior Trust Officer Lead position at Cetera Financial Group?
About Us
Cetera Financial Group is a leading network of independent retail broker-dealers, empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country. We strive to provide an exceptional client experience through trusted financial advisors and institutions.
Our Team Culture
We believe in supporting people's dreams coming to life every day. Our employees are at the heart of our organization, and we offer a competitive salary and benefits package to ensure they can make the most of their time outside of working hours.
Job Description
The Senior Trust Officer will develop and strengthen personalized, professional relationships with CTC clients and financial advisors, administering trust accounts according to trust documents and relevant state and federal law. They will also review and facilitate new business development, onboard new accounts, and work closely with the CTC new business development team on individual cases and broader product strategies.
Key Responsibilities
- Develop strong working relationships with financial professionals and clients.
- Administer trust accounts and manage distributions, annual reviews, and general oversight of the trust.
- Review and facilitate new business development.
- Onboard new accounts and establish personal relationships.
- Work closely with the CTC new business development team.
